Lee Kerr
Crosswalk Investment Advisory · Strasburg, Pennsylvania
Lee Kerr is a fee-only financial advisor at Crosswalk Investment Advisory in Strasburg, Pennsylvania. Crosswalk Investment Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Crosswalk Investment Advisory |
|---|---|
| Based in | Strasburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $63.9M across 385 accounts |
| SEC registration | Investment adviser representative in NC, PA · CRD 1789414 |
| Exams passed | Series 63 (1988) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.crosswalkinvestments.com |
| Profile |
How Lee's firm compares
- Crosswalk Investment Advisory's average account is about $166,000, from its Form ADV (assets managed divided by 385 accounts).
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Questions about Lee
Is Lee Kerr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Crosswalk Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lee charge for financial advice?
Lee's firm, Crosswalk Investment Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lee Kerr based?
Lee Kerr is based in Strasburg, Pennsylvania.
Is Lee Kerr registered with the SEC?
Yes. Lee Kerr is registered as an investment adviser representative in NC and PA (CRD 1789414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crosswalk Investment Advisory manage?
Crosswalk Investment Advisory reports $63.9M across 385 accounts in assets under management.
How do I contact Lee Kerr?
Through Lee's website, www.crosswalkinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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