Thomas
Kerr

Park Avenue Securities LLC

CRD#1660793
Investment Advisor
in Missoula, MT

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About this Advisor

Thomas Kerr is a chartered financial analyst based in Missoula, Montana, who has been in the advisory business for 26 years. Kerr is an employee of Park Avenue Securities LLC. During their career, the advisor has held roles at Reed Conner Birdwell, Agg Asset Management, LLC, Rocky Peak Capital Management, Sgl Investment Advisors, Guardian Life Insurance Company and Park Avenue Securities. Kerr holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, Montana and Texas. Park Avenue Securities LLC is a registered investment business that has its headquarters in Missoula, Montana. The firm has offices in 86 locations and a total of 1,745 advisors. It handles $6 billion in assets under management across its 31,460 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 63 charitable organizations. Of its 31,460 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Park Avenue Securities LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely vary depending on the type of financial services. However, fee types billed by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1014 South Ave. W. Suite A
Missoula, MT 59801

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

MT Average: $7,464,549,021
Total Number of Employees

1,745

MT Average: 88
Total Number of Accounts

31,460

MT Average: 3,892
Average Account Size

$181,366

MT Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Kerr Work History

Thomas has 26 years of experience.

2019 - Present (2 years)

Guardian Life Insurance Company

2019 - Present (2 years)

Park Avenue Securities

2015 - 2018 (3 years)

Sgl Investment Advisors

2014 - 2014 (< 1 year)

Agg Asset Management, LLC

2011 - 2014 (3 years)

Rocky Peak Capital Management

1994 - 2011 (17 years)

Reed Conner Birdwell

Disclosures

Thomas Kerr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Cyriac Abraham
Harris, TX
Jennifer Hosch
Atlanta, GA
Laurence Bransgrove
New York, NY
Philemon Kang
San Ramon, CA
Spencer Friedman
New York, NY
Shannon Burgess
Greenville, SC
Paul Dickens
Katy, TX
Zachary Allen
Columbus, OH

This content was compiled from the SEC and FINRA.

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