PK
PK

Paige Kerr

29 Years of Experience
Atlanta, GA
Broker

Paige Kerr is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Paige is a partner at SPH Farms LLC, an investment-related business, since 2017. She spends about 10-20% of her time on accounting and bookkeeping tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
The Strategic Financial Alliance
May 2014 - December 2021 · 7 yrs 7 mos
The Strategic Financial Alliance, INC.Broker
May 2014 - December 2021 · 7 yrs 7 mos
LPL Financial LLC
August 2012 - March 2014 · 1 yr 7 mos
LPL Financial LLCBroker
July 2009 - March 2014 · 4 yrs 8 mos
Uvest Financial Services Group, INC.Broker
April 2003 - April 2012 · 9 yrs
Wachovia Securities, INC.Broker
May 2002 - May 2003 · 1 yr
Wachovia Securities, INC.Broker
February 2000 - October 2000 · 8 mos
Wachovia Brokerage ServiceBroker
May 1994 - February 2000 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paige Kerr - Financial Advisor | TrueAdvisor