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RIA / WealthAdvisor16 years in industry

ANDREW THOMAS KERR

Advisor at KERR WEALTH MANAGEMENT

OAKWOOD, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KERR WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Apr 24, 2015
First registration: Jun 1, 2015
Dual registered: no
IAPD individual key: 6461370

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KERR WEALTH MANAGEMENT	Independent wealth	Sep 23, 2016	n/a	yes	OAKWOOD, OH	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 29, 2016	Oct 19, 2016	no	Fresno, CA	Previous registration
KERR WEALTH MANAGEMENT	Independent wealth	Sep 9, 2015	Apr 18, 2016	no	OAKWOOD, OH	Previous registration
OSAIC FS, INC.	Former SEC adviser	Jun 1, 2015	Sep 15, 2015	no	FRESNO, CA\|CANONSBURG, PA\|FRESNO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	KERR WEALTH MANAGEMENT	Oct 19, 2016	Sep 23, 2016	-26	Firm change	Other
KERR WEALTH MANAGEMENT	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 18, 2016	Mar 29, 2016	-20	Firm change	Other
OSAIC FS, INC.	KERR WEALTH MANAGEMENT	Sep 15, 2015	Sep 9, 2015	-6	Firm change	Other

Relationships

Registered with (3)

→ KERR WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 9, 2015 to Apr 18, 2016factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 29, 2016 to Oct 19, 2016factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Jun 1, 2015 to Sep 15, 2015factForm ADV

Dated events

No dated event names this entity yet.