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Bradford A Kerr

Raymond James & Associates, Inc.

Boca Raton, FL

CRD 6362801

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-17
  • FL RA
    APPROVED
    Since 2025-04-17

Branch Locations

1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • 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
Charles Schwab & Co. Inc. Boston MA 07/2017 03/2022
Strategic Financial Services. Inc. Utica NY 04/2022 07/2023
Independent Financial Partners Tampa FL 08/2023 08/2023
Destiny Wealth Partners Tavares FL 11/2023 03/2025
Raymond James & Associates Inc. Boca Raton FL 03/2025 Present
Charles Schwab & Co. Inc. Orlando FL 06/2014 07/2017
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-02
  • S66 Uniform Combined State Law Examination
    2015-11-02
Other Names
  • Bradford Anthony Kerr

View on SEC IAPD

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