Kerry Dowd, financial advisor Manalapan NJ
93 score

Kerry Dowd

CRD Number: 1340930
Current Firm: Davidson Wealth Management LLC

Kerry Dowd (CRD# 1340930) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Davidson Wealth Management LLC Manalapan, NJ Apr 2010 - Current 8
Davidson Asset Management, Inc. Manalapan, NJ May 2008 - Jun 2010 2
Silvercrest Asset Mgmt. Group New York, NY May 2006 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Kerry C. Dowd
Phone Number: 732-409-1060
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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