Daniel Andrew Kerr

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 10/2019
  Moss Adams Wealth Advisors
  Los Angeles, CA
• 10/2019 → 02/2020
  Mission Wealth
  Santa Barbara, CA
• 02/2020 → 02/2026
  Running Point Capital Advisors
  El Segundo, CA
• 02/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2020-07-14 → 2026-03-30
  Running Point Capital Advisors Llc
  El Segundo, CA
• 2016-04-27 → 2019-11-05
  Threadline Wealth
  Woodland Hills, CA
  Bellevue, WA

Other Businesses

SOUTH BAY POLICE AND FIRE MEMORIAL FOUNDATION; INVESTMENT RELATED; 407 N. PACIFIC COAST HIGHWAY SUITE 1098 REDONDO BEACH CA 90277; NON-PROFIT FOUNDATION; DIRECTOR OF INVESTMENTS; 08/2022; 2 HRS/MONTH; 1 HRS/QUARTER DURING TRADING HOURS;OVERSEE INVESTMENT ACCOUNT MANAGED BY AN UNAFFILIATED RIA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-27

Designations

• Certified Financial Planner