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Kerri Ann Amato

Blue OWL Securities

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About Kerri Ann Amato

Kerri Ann Amato is a financial professional with over 16 years of experience in the industry. Kerri is currently a registered representative with Blue Owl Securities. Previously, Kerri has worked for several prominent firms, including AQR Investments, LLC and ALPS Distributors, Inc. Kerri holds several industry licenses, including Series 6, 7, 24, 62, 63, 99TO and SIE. Kerri is licensed in both Connecticut and New York.

Firm Information

Kerri Amato is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kerri Amato’s Registration & Firm History

NY

07/05/2022 - Present

Blue OWL Securities (New York NY)

CT

08/17/2018 - 07/05/2022

AQR INVESTMENTS, LLC (Greenwich CT)

CT

04/27/2009 - 07/26/2018

ALPS DISTRIBUTORS, INC. (Greenwich CT)

NY

10/14/2003 - 04/03/2006

ASB SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 10/13/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerri Ann Amato.
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