KL
Kerry L. Lekas
CETERA INVESTMENT ADVISERS LLC
LONDONDERRY, NH 03053
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CRD#: 5641219
KL
Professional summary
Kerry Louise Lekas, CFP®, who also goes by Kerry Louise Gravelle, Kerry L Gravelle, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Londonderry, New Hampshire and CETERA WEALTH SERVICES, LLC located in Londonderry, New Hampshire.
Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kerry has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kerry Louise Gravelle | Kerry L Gravelle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) L3 Realty, LLC 12 Parmenter Road Londonderry NH 03053 Rental Property Other 11/21/201 2hrs~2hrs I am the Owner/Member/Manager responsible for all business operation duties. 2) Dufresne & Lekas, LLC 12 Parmenter Road Londonderry NH 03053 Accounting Services/Tax Preparation Other 10/31/2012 110hrs 110hrs~As the owner, I oversee all business aspects of the company. I also assist clients with tax questions as well as prepare and review taxes. 3) The Granite YMCA - Greater Londonderry 206 Rockingham Road Londonderry NH 03053 Board Position/Officer Other 5/1/2016~1hrs~1hrs I support the value and programs designed to help promote healthy living. 4) LEKAS, EDGAR & COMPANY, LLC POSITION: Owner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 110 START DATE: 08/05/2000 ADDRESS: 12 Parmenter Road Suite C3, Londonderry NH 03053, DESCRIPTION: As an owner I oversee all business aspects of the company. I also assist clients with tax questions as well as prepare and review taxes. 5) DUFRESNE & LEKAS LLC POSITION: Manager NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2012 ADDRESS: 12 Parmenter Road, C3, Londonderry NH 03053, DESCRIPTION: As the owner I oversee all business aspects of the company. I also assist clients with tax questions as well as prepare and review taxes. 6) NEW HAMPSHIRE SOCIETY OF CPAS POSITION: Board Member NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2017 ADDRESS: 500 North Commercial Street, Suite 502, Manchester NH 03101, DESCRIPTION: I work to promote the goals and create strategic plans that will enrich the accounting profession. 7) LE PROPERTIES, LLC POSITION: Owner NATURE: This is an LLC established to purchase a new office condo for the Company. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/07/2021 ADDRESS: 12 Parmenter Road Suite C5, Londonderry NH 03053, United States DESCRIPTION: The only activity of this LLC will be to hold rental property. 8) TOWNE SQUARE PROFESSIONAL PARK CONDO POSITION: Board Member NATURE: Assist with managing the affairs of the condo association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: C/O The Meg Companies, 25 Orchard View Drive, Londonderry NH 03053, United States DESCRIPTION: assist with decisions of condo association. there is a management company that handles the day to day activities.
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Louise Lekas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2 Parmenter Road Unit C5, Londonderry, NH 03053RIA
CRD#: 105644
LONDONDERRY, NH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 12 Parmenter Road Unit C5, Londonderry, NH 03053BD
CRD#: 13572
LONDONDERRY, NH
Past
September 1, 2020 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LONDONDERRY, NH
Past
August 21, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LONDONDERRY, NH
Past
March 23, 2009 - December 2, 2011
MFA ASSET MANAGEMENT, LLC
RIA
CRD#: 133164
TEWKSBURY, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
New Hampshire(9/5/2025)
IAR
New Hampshire(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
