Unclaimed Profile

Tanya Ann Kerrigan

EAGLEBROOK ADVISORS, INC.·BETHESDA, Maryland

Series 7, Series 24, Series 55, Series 66Clean record22 years registeredEAGLEBROOK ADVISORS, INC.

4500 EAST WEST HIGHWAY, BETHESDA, MD 20814CRD# 4266832Firm CRD# 304438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tanya Ann Kerrigan · BETHESDA, MD

Registration

CRD #4266832 · EAGLEBROOK ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EAGLEBROOK ADVISORS, INC.

BOSTON ADVISORS, LLC

Jun 2006 – Dec 2018

BOSTON, MA

BOSTON ADVISORS, INC.

Jul 2004 – Jun 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 55

Series 66

Registration record

First registered · July 6, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLEBROOK ADVISORS, INC.

CRD 304438 · SEC 801-122813

AUM

$211M

Regulatory assets under management

Employees

930 client accounts

Services offered by EAGLEBROOK ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EAGLEBROOK ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Tanya Ann Kerrigan offer?

Tanya Ann Kerrigan specializes in Investment Management, Wealth Management.

What are Tanya Ann Kerrigan's credentials?

Tanya Ann Kerrigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tanya Ann Kerrigan located?

Tanya Ann Kerrigan is based in BETHESDA, Maryland, last registered with EAGLEBROOK ADVISORS, INC..

How does Tanya Ann Kerrigan charge for services?

Tanya Ann Kerrigan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLEBROOK ADVISORS, INC.?

EAGLEBROOK ADVISORS, INC. has approximately 23 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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