Kenza R. Mckerrihan

D. M. BRENNER

Solana Beach, CA 92075

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CRD#: 7358589

Professional summary

Kenza Ravi Mckerrihan is a registered financial advisor currently at D. M. BRENNER, INC. located in Solana Beach, California.

Kenza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kenza has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE AND DISABILITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenza Ravi Mckerrihan'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

October 16, 2025 - Present

D. M. BRENNER, INC.

Office #1: 380 Stevens Avenue Suite 205, Solana Beach, CA 92075

RIA

CRD#: 134398

Solana Beach, CA

Past

February 23, 2024 - September 19, 2025

SOVRAN ADVISORS, LLC

RIA

CRD#: 329415

San Diego, CA

Past

February 22, 2024 - October 13, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

Past

August 12, 2022 - March 6, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

San Diego, CA

Past

August 11, 2022 - March 6, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

San Diego, CA

Past

October 21, 2021 - August 11, 2022

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

San Diego, CA

Past

June 7, 2021 - October 28, 2021

CRI SECURITIES, LLC

CRD#: 22589

AUSTIN, TX

Past

June 7, 2021 - August 11, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

San Diego, 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".

D. M. BRENNER, INC.

CRD#: 134398 / SEC#: 801-119136

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

California

Registered Investment Advisory firm - (3/19/2022 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2022 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
(10/16/2025)

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: 8/25/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/5/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/16/2021

Securities Industry Essentials Examination

Current Firm

D. M. BRENNER, INC.

CRD#: 134398 / SEC#: 801-119136

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

California

Registered Investment Advisory firm - (3/19/2022 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2022 Terminated)

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Contact information

Main Address

380 Stevens Avenue Suite 205, Solana Beach, CA 92075

Mailing Address

Phone number

(858) 345-1001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

D.M. BRENNER, INC. FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	389
AUM (Assets Under Management)	$ 176,059,293

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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Advisor Monitoring

Firm Stability Insights

Kenza R. Mckerrihan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenza Ravi Mckerrihan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOVRAN ADVISORS, LLC

CETERA WEALTH SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

D. M. BRENNER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2021

Series 63

Date: 8/14/2021

Series 7TO

Date: 6/5/2021

SIE

Date: 3/16/2021

Current Firm

D. M. BRENNER, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

D. M. BRENNER, INC.

TRUST BUT VERIFY

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