Richard D. Mcfadden

KERR WEALTH MANAGEMENT

TOWNSHEND, VT

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CRD#: 6285459

Professional summary

Richard David Mcfadden Jr, who also goes by Richard David Mcfadden Jr, Richard Mcfadden, is a registered financial advisor currently at KERR WEALTH MANAGEMENT located in Townshend, Vermont.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Richard has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard David Mcfadden Jr | Richard Mcfadden

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard David Mcfadden Jr's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 5, 2025 - Present

KERR WEALTH MANAGEMENT

RIA

CRD#: 277142

TOWNSHEND, VT

Past

April 21, 2014 - September 27, 2024

EDWARD JONES

RIA

CRD#: 250

BRATTLEBORO, VT

Past

February 25, 2014 - September 27, 2024

EDWARD JONES

CRD#: 250

BRATTLEBORO, VT

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".

KERR WEALTH MANAGEMENT

BLOSSER HARRISON WEALTH MANAGEMENT | KERR WEALTH MANAGEMENT | KERR FINANCIAL PLANNING CORPORATION | DECICCO CAPITAL ADVISORS

CRD#: 277142 / SEC#: 801-133713

RIA

Registered Investment Advisory firm - (6/20/2025 Approved)

California

Registered Investment Advisory firm - (7/25/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/5/2025)

IAR

Vermont
(11/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/18/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/25/2014

General Securities Representative Examination

Current Firm

KERR WEALTH MANAGEMENT

BLOSSER HARRISON WEALTH MANAGEMENT | KERR WEALTH MANAGEMENT | KERR FINANCIAL PLANNING CORPORATION | DECICCO CAPITAL ADVISORS

CRD#: 277142 / SEC#: 801-133713

RIA

Registered Investment Advisory firm - (6/20/2025 Approved)

California

Registered Investment Advisory firm - (7/25/2025 Terminated)

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Contact information

Main Address

7255 N. First Street, Suite 101, Fresno, CA 93720

Mailing Address

Phone number

(559) 277-4772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A & 2B SEC (8/26/2025)

Regulatory assets under management

Total Number of Accounts	858
AUM (Assets Under Management)	$ 125,607,930

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.

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Richard D. Mcfadden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard David Mcfadden Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

KERR WEALTH MANAGEMENT

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KERR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/18/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/25/2014

Current Firm

KERR WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KERR WEALTH MANAGEMENT

TRUST BUT VERIFY

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