Mary Jo Kerrigan

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America
  Jersey City, NJ
• 01/2025 → 01/2025
  Unemployed
  West Caldwell, NJ
• 10/2015 → Present
  Rensselaer Newman Foundation
  Troy, NY
• 08/2024 → Present
  Washington School Hsa
  West Caldwell, NJ
• 01/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Name of outside business organization: Rensselaer Newman FoundationInvestment related: NoAddress of business (City and State only): 217 Rensselaer Union; 110 8th Street; Troy, NY 12180Position, title, association: Board memberStart date of relationship: October 2015Number of hours devoted monthly: 4Number of hours devoted monthly during trading hours: 0Duties: I participate in fundraising efforts and budgeting for the organization Name of outside business organization: Washington Elementary Home School Association (HSA)201 Central Ave, West Caldwell, NJ 07006 Co-President, Number of hours devoted monthly: 5

Exams

• S66 Uniform Combined State Law Examination
  2025-01-29

Other Names

• Mary Jo Sorrentino
• Maryjo Sorrentino
• Mary Jo Kerrigan
• Maryjo Kerrigan