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Marci Jo Kerr

Aprio Wealth Management, LLC

Walnut Creek, CA

Atlanta, GA

CRD 6115995

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Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-21
CA RA APP_PEND_IARCE 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2026-01-21
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2185 North California Blvd. Suite 350, Walnut Creek, CA 94596 • United States

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aprio Wealth Management, Llc Atlanta GA 09/2022 Present
Aprio Advisory Group Atlanta GA 09/2022 Present
Bny Mellon Newport Beach CA 08/2014 09/2022
  • 09/2022 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 09/2022 → Present
    Aprio Advisory Group
    Atlanta, GA
  • 08/2014 → 09/2022
    Bny Mellon
    Newport Beach, CA
Previous Registrations
  • 2014-01-06 → 2014-04-21
    Fnb Wealth Management
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-24
  • S65 Uniform Investment Adviser Law Examination
    2022-09-24

View on SEC IAPD

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