Robert B. Kerns
Professional summary
Robert Bruce Kerns III, who also goes by Robert Bruce Kerns, Robert Kerns, Trey Kerns, is a registered financial advisor currently at KERNS LEGACY PLANNING located in Phoenix, Arizona.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Robert has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Bruce Kerns III's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2026 - Present
KERNS LEGACY PLANNING
Office #1: 3509 E Shea Blvd Ste 109, Phoenix, AZ 85028May 24, 2022 - January 2, 2026
MORGAN STANLEY
May 24, 2022 - January 2, 2026
MORGAN STANLEY
November 2, 2020 - February 24, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 25, 2020 - February 24, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2026)
Exams
Series 7TO
Date: 2/25/2020
General Securities Representative ExaminationCurrent Firm
KERNS LEGACY PLANNING
CRD#: 340407 / SEC#:
Contact information
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