Ryan Matthew Kerr
Investment Adviser Representative at Integrated Wealth Concepts LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ryan Matthew Kerr is an investment adviser representative with Integrated Wealth Concepts LLC in Roanoke, VA, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
2 states and territories
North Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Market Square AdvisorsMar 2021 – no end date reportedRoanoke, VA
- UberJan 2021 – Feb 2021Roanoke, VA
- UnemployedOct 2020 – Dec 2020Roanoke, VA
- Alzheimer's AssociationFeb 2020 – Oct 2020Roanoke, VA
- Cardinal Valley Industrial SupplyMay 2017 – Feb 2020Salem, VA
- Breakthru Beverage of VirginiaJan 2015 – May 2017Roanoke, VA
- Integrated Wealth Concepts, LLCJan 2023 – no end date reportedWaltham, MA
- LPL Financial LLCMar 2021 – no end date reportedRoanoke, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrated Wealth Concepts LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 465
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Waltham, MA
- SEC file number:
- 801-108179
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Integrated Wealth Concepts LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Matthew Kerr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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