Travis A Kerr

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 11/2020 → 05/2021
  Worden Capital Management Llc
  New York, NY
• 09/2020 → 10/2020
  Coastal Equities, Inc.
  New York, NY
• 03/2020 → 09/2020
  Network 1 Financial Securities Inc.
  Syosset, NY
• 10/2019 → 03/2020
  Fitbit - Creative Channel
  New York, NY
• 08/2019 → 10/2019
  Revature
  Reston, VA
• 03/2019 → 08/2019
  Frank Recruitment Group
  New York, NY
• 11/2018 → 02/2020
  Dorrians Red Hand
  New York, NY
• 10/2018 → 11/2018
  Congressional Campaign
  Glen Cove, NY
• 01/2018 → 10/2018
  First Derivatives
  New York, NY
• 09/2017 → 12/2017
  General Assembly
  New York, NY
• 11/2016 → 08/2017
  Third Bridge
  New York, NY
• 05/2016 → 10/2016
  Unemployed
  New York, NY
• 05/2021 → 09/2021
  Fordham Financial Management, Inc.
  New York, NY
• 09/2021 → 06/2022
  Raymond James & Associates, Inc.
  New York, NY
• 08/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2022-08-24 → 2025-07-01
  Morgan Stanley
  New York, NY
  Purchase, NY
  New York, NY
• 2021-10-06 → 2022-07-12
  Raymond James & Associates, Inc.
  New York, NY

Other Businesses

*517410 - Kerr Family Office LLC; Investment related: Yes; New York, New York; Other; Other (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0; Other. Duties: Kerr Family Office LLC is a special purpose vehicle created for the sole purpose of investing in a private startup. I am a passive investor in a private investment. *519238 - West Haven International Management; Investment related: No; Los Angeles, California; Art/Culture; "Talent" (proprietor, partner, officer, director, employee, trustee, agent); 09/2018; During business hours: 0; After business hours: 2; Commercial, print and runway modeling

Exams

• S66 Uniform Combined State Law Examination
  2021-02-22

Other Names

• Travis Kerr
• Travis Arthur Kerr