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Erin Elwood Kerr

CHOATE INVESTMENT ADVISORS LLC·BOSTON, Massachusetts
Clean record7 years registeredCHOATE INVESTMENT ADVISORS LLC
TWO INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 6563372Firm CRD# 106109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erin Elwood Kerr · BOSTON, MA
Registration
CRD #6563372 · CHOATE INVESTMENT ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CHOATE INVESTMENT ADVISORS
Aug 2018 – present
02

Registrations & Exams

Registration record
First registered · August 30, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHOATE INVESTMENT ADVISORS LLC
CRD 106109 · SEC 801-53321
AUM
$7.5B
Regulatory assets under management
Employees
24
3,608 client accounts
Services offered by CHOATE INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CHOATE INVESTMENT ADVISORS LLC →
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05

Frequently Asked Questions

What services does Erin Elwood Kerr offer?
Erin Elwood Kerr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Erin Elwood Kerr's credentials?
Erin Elwood Kerr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Elwood Kerr located?
Erin Elwood Kerr is based in BOSTON, Massachusetts, working with CHOATE INVESTMENT ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Erin Elwood Kerr charge for services?
Erin Elwood Kerr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHOATE INVESTMENT ADVISORS LLC?
CHOATE INVESTMENT ADVISORS LLC has approximately 24 employees and manages $7.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHOATE INVESTMENT ADVISORS LLC

Tamer Makram Alamuddin
BOSTON, MA

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Research
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