Ryan J. Kerr
Professional summary
Ryan J Kerr, CFP®, who also goes by Ryan John Kerr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bedford, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Ryan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan J Kerr's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Two Contra Way, Merrimack, NH 03054January 8, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Two Contra Way, Merrimack, NH 03054July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 15, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
September 25, 2015 - November 18, 2015
EDWARD JONES
September 25, 2015 - November 18, 2015
EDWARD JONES
August 30, 2012 - October 1, 2015
CHARLES SCHWAB & CO., INC.
August 30, 2012 - October 1, 2015
CHARLES SCHWAB & CO., INC.
December 15, 2006 - August 8, 2012
STRATEGIC ADVISERS LLC
January 5, 2006 - August 7, 2012
FIDELITY BROKERAGE SERVICES LLC
May 26, 2005 - December 15, 2005
CITIZENS SECURITIES, INC.
May 26, 2005 - December 15, 2005
CITIZENS SECURITIES, INC.
January 3, 2005 - May 12, 2005
UBS FINANCIAL SERVICES INC.
August 9, 2004 - May 12, 2005
UBS FINANCIAL SERVICES INC.
May 16, 2000 - January 21, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
