Andrew T. Kerr

KERR WEALTH MANAGEMENT

Fresno, CA 93720

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CRD#: 6461370

Professional summary

Andrew Thomas Kerr is a registered financial advisor currently at KERR WEALTH MANAGEMENT located in Fresno, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.)KERR INSURANCE BROKERS INC, 2507 W SHAW AVE, FRESNO, CA, 1/2008 AS CEO/ - 15 HR/WK - 0/TRADING. (2.) Kerr Retirement Solutions, LLC; yes; Fresno, CA; Owner; 08/2025; 20/ HRS MO; 20/ HRS MO (3.) Dorval Estate Winery; not inv rel; Fraint, CA; owner; farming/grow & harvest grapes/winemaking; approx 30 hrs/mo; 0 hrs during sec trdg; start 01/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Kerr'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

September 23, 2016 - Present

KERR WEALTH MANAGEMENT

Office #1: 7255 N. First Street, Suite 101, Fresno, CA 93720

RIA

CRD#: 277142

Fresno, CA

Past

March 30, 2016 - July 5, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Fresno, CA

Past

March 29, 2016 - October 19, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Fresno, CA

Past

September 9, 2015 - April 18, 2016

KERR WEALTH MANAGEMENT

RIA

CRD#: 277142

FRESNO, CA

Past

June 1, 2015 - September 15, 2015

OSAIC FS, INC.

RIA

CRD#: 3870

FRESNO, CA

Past

April 21, 2015 - September 15, 2015

OSAIC FS, INC.

CRD#: 3870

FRESNO, CA

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

California
(9/23/2016)

IAR

Texas
(6/20/2025)

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 65

Date: 5/28/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/21/2015

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Andrew T. Kerr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KERR WEALTH MANAGEMENT

OSAIC FS, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

KERR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2015

Series 63

Date: 4/24/2015

SIE

Date: 7/5/2016

Series 6

Date: 4/21/2015

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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