Unclaimed Profile

Sherrie Lyn Kerr

UMPQUA INVESTMENTS, INC.·PORTLAND, Oregon

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 99TOClean record23 years registeredUMPQUA INVESTMENTS, INC.

ONE SW COLUMBIA STREET, PORTLAND, OR 97204CRD# 1880943Firm CRD# 1254

Profile Verification

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

Identity

Sherrie Lyn Kerr · PORTLAND, OR

Registration

CRD #1880943 · UMPQUA INVESTMENTS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Jun 2024 – present

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Apr 2009 – present

CITIGROUP GLOBAL MARKETS INC.

Oct 2007 – May 2009

SEATTLE, WA

UBS FINANCIAL SERVICES INC.

Apr 2007 – Oct 2007

PORTLAND, OR

CITIGROUP GLOBAL MARKETS INC.

Apr 2003 – Apr 2007

YAKIMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD 1254 · SEC 801-67179

AUM

$991M

Regulatory assets under management

Employees

524

2,712 client accounts

Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

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 STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Sherrie Lyn Kerr offer?

Sherrie Lyn Kerr specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Sherrie Lyn Kerr's credentials?

Sherrie Lyn Kerr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherrie Lyn Kerr located?

Sherrie Lyn Kerr is based in PORTLAND, Oregon, working with UMPQUA INVESTMENTS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Sherrie Lyn Kerr charge for services?

Sherrie Lyn Kerr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMPQUA INVESTMENTS, INC.?

UMPQUA INVESTMENTS, INC. has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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