Michael Kerper, financial advisor Bohemia NY

Michael Kerper

CRD Number: 1731292
Current Firm: Federal Prep Advisors, Inc.

Michael Kerper (CRD# 1731292) is an Investment Advisor Representative working at Federal Prep Advisors, Inc. in Bohemia, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Federal Prep Advisors, Inc. Bohemia, NY Jan 2016 - Current 8
Federal Prep Inc. Bohemia, NY May 2008 - Current 15
Rainmaker Alliance LLC Bohemia, NY Apr 2008 - Current 16
Rnr Securities, LLC East Meadow, NY Jul 2013 - Oct 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Mar 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Kerper
Phone Number: (631) 750-6499
Registered State(s):
  • NJ
  • NY
  • PA
Current Firm Details
Federal Prep Advisors, Inc.
Firm's CRD Number: 282663
By the Numbers
  • Total Assets Under Management
    91
    MILLIONS
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $107,482
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, NJ, NY, PA, TX, VA

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