Kerry Meath-Sinkin
Kerry Meath-Sinkin is a CFP-designated registered investment advisor at Journey Strategic Wealth LLC, based in Summit, NJ, with 10 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
47 Maple Street, Suite 104, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerry is an owner/IAR at Journey Strategic Wealth dba Meath Wealth Advisors, functioning as a wealth manager and financial planner. Kerry also engages in Ayurvedic consulting, supports Prana Impact LLC, provides basic financial education through Money with Kerry and Kristina, and provides insurance advice, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Journey Strategic Wealth LLC
Previous Registrations
Cetera Investment Advisers LLC
Cwm, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations15 states
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