AP
Andrew Peter Kerai
CRD 5041737
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Capital Ideas, Llc | Registered representative | 07/20/2026 |
| Bearing Financial Advisors, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Capital Ideas, Llc
Chairman/Chief Compliance Officer · Less than 5% · Dec 2024
-
Capital Ideas, Llc
Managing Partner · 25% – 50% · Dec 2024
-
Revere Financial, Llc
Indirect Shareholder · 25% – 50% · Jun 2023
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗