Kerrie Carden

EQUIP

BALTIMORE, MD 21211

Some features on this profile are disabled

CRD#: 7910692

Professional summary

Kerrie Carden, who also goes by Kerrie Antoinette Carden, Kerrie Antoinette Mccarthy, is a registered financial advisor currently at EQUIP, LLC located in Baltimore, Maryland.

Kerrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kerrie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kerrie Antoinette Carden | Kerrie Antoinette Mccarthy

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 Kerrie Carden's 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

December 10, 2024 - Present

EQUIP, LLC

Office #1: 1014 W 36th St, Baltimore, MD 21211

RIA

CRD#: 331323

BALTIMORE, MD

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

Maryland
(12/10/2024)

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

Current Firm

EQUIP, LLC

EQUIP ADVISORY | EQUIP, LLC

CRD#: 331323 / SEC#:

Maryland

Registered Investment Advisory firm - (12/10/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1014 W 36th St, Baltimore, MD 21211

Mailing Address

Phone number

(443) 475-0456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.