Keri Robyn Kutakoff

Current Employers

Employment History

• 09/2015 → 03/2022
  Penn Mutual Life Insurance Co
  Horsham, PA
• 05/2016 → 03/2022
  Hornor Townsend & Kent Inc
  Horsham, PA
• 03/2022 → 12/2025
  Fountainhead Am, Llc
  Warren, NJ
• 09/2024 → Present
  Chelsea Financial Services
  Staten Island, NY
• 12/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2022-05-04 → 2026-02-12
  Obsidian Cio Llc
  New York, NY
• 2018-10-01 → 2022-03-25
  Hornor, Townsend & Kent, Llc
  Edison, NJ

Other Businesses

1) Penn Mutual Life Insurance; not investment related; Horsham, PA; life insurance; agent/broker; since 11/2015; less than 5 hours per month during trade hours; recommend and service existing life insurance policies // 2) National Life Group; not investment related; Montpelier, VA; life insurance; general agent; since 1/2025; less than 5 hours per month during trade hours; General agent for office, oversee appointment of all advisors in office as life insurance agents with National Life. Oversee underwriting and application process // 3) Chelsea Financial Services LLC; investment related; Staten Island, NY; broker dealer; since 9/2024; less than 5 hours per month during trade hours; Servicing advisor on legacy business. Answer typical servicing/RMD types of questions and needs. 4) LIDO Advisors- Outside RIA - Non producer -Director of Growth Practice Management

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-17
• S65 Uniform Investment Adviser Law Examination
  2018-01-12

Designations

Other Names

• Keri Robyn Fenster