Erin Kearney

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-04

Branch Locations

150 Essex St, Millburn, NJ 07041-1631 • United States

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

Organization	City	State	From	To
The University Of Rhode Island	Kingston	RI	02/2025	07/2025
Fidelity Investments	Millburn	NJ	08/2025	Present
Full-Time Education: The University Of Rhode Island	Kingston	RI	09/2021	05/2022
Deer Mountain Day Camp	New York City	NY	06/2021	08/2021
The Rapid Group	Pomona	NJ	05/2023	01/2025
Pascack Valley High School	Hillsdale	NJ	09/2017	05/2021
Beets Juice Bar Park Ridge	Pomona	NJ	06/2022	05/2023
George White Middle School	Hillsdale	NJ	08/2015	08/2017

02/2025 → 07/2025

The University Of Rhode Island

Kingston, RI
08/2025 → Present

Fidelity Investments

Millburn, NJ
09/2021 → 05/2022

Full-Time Education: The University Of Rhode Island

Kingston, RI
06/2021 → 08/2021

Deer Mountain Day Camp

New York City, NY
05/2023 → 01/2025

The Rapid Group

Pomona, NJ
09/2017 → 05/2021

Pascack Valley High School

Hillsdale, NJ
06/2022 → 05/2023

Beets Juice Bar Park Ridge

Pomona, NJ
08/2015 → 08/2017

George White Middle School

Hillsdale, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-26