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Peter Kerr

WILLOW WEALTH MARKETS
NEW YORK, NY
·CRD# 5843450·16 years experience

Professional Summary

Peter Kerr, who also goes by Peter Griffin Kerr, Peter Kerr, is a registered financial advisor currently at WILLOW WEALTH MARKETS LLC located in New York, New York. Peter is registered as a RR (Registered Representative) and started their career in finance in 2010. Peter has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 3, Series 31, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Peter Griffin Kerr, Peter Kerr

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

Current

WILLOW WEALTH MARKETS LLCCurrent·CRD# 172295
BD
1. 245 Fifth Avenue 21st Floor, New York, NY 100162. 245 Fifth Avenue 21st Floor, New York, NY 10016
January 2, 2025 - Present

Past

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLCPast·CRD# 18353
BD
Newark, NJ
October 15, 2018 - November 24, 2020
OPPENHEIMERFUNDS DISTRIBUTOR, INC.Past·CRD# 7834
BD
New York, NY
August 6, 2013 - September 5, 2018
MORGAN STANLEYPast·CRD# 149777
RIA
New York, NY
November 25, 2010 - August 22, 2013
MORGAN STANLEYPast·CRD# 149777
BD
New York, NY
October 29, 2010 - August 22, 2013

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Current Firm

WW
WILLOW WEALTH MARKETS LLC

REALCADRE COMPANY | YIELDSTREET MARKETS LLC | WILLOW WEALTH MARKETS LLC | REALCADRE LLC

CRD#: 172295 / SEC#: 8-69506
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

245 Fifth Avenue 21st Floor, New York, NY 10016

Mailing Address

245 Fifth Avenue 21st Floor, New York, NY 10016

Phone Number

(844) 943-5378

Established

Delaware since 06/15/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
YIELDSTREET HOLDINGS LLCHOLDING COMPANY—
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER4197747
KERR, PETERCHIEF EXECUTIVE OFFICER5843450
MOSKATEL, JEFFREYCHIEF COMPLIANCE OFFICER7076288
SINELNIKOV, PETER SERGEYPRINCIPAL FINANCIAL OFFICER6493208

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(5/1/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2025About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Nov 2010About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Oct 2011About the Series 3 exam

Series 31 — Futures Managed Funds Examination

Passed May 2011About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Oct 2010About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2025About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Peter Kerr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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