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Zachary Douglas Kerr

Three Bell Capital LLC

Dallas, TX

CRD 7413030

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Employer firm

Three Bell Capital LLC CRD 159736

$5.05B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Three Bell Capital Llc

1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-27
  • TX RA
    APPROVED
    Since 2021-08-27

Branch Locations

1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • 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
Fritz Duda Company Dallas TX 06/2015 05/2021
Three Bell Capital Llc Los Altos CA 06/2021 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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