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Anita Kerr

Senior Managing Director, Interim Co-President Head of Business Strategy & Operations at Symetra Investment Management

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Anita Kerr is Senior Managing Director, Interim Co-President Head of Business Strategy & Operations of Symetra Investment Management Company, a Farmington investment adviser managing $88.8B. Anita Kerr has passed the Series 7, Series 24, SIE and Series 99TO.

Role at Symetra Investment Management

Title on Schedule A
Senior Managing Director, Interim Co-President Head of Business Strategy & Operations
Control
Anita Kerr is a control person of Symetra Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Anita Kerr has held the filed role since October 2025.

The firm

Symetra Investment Management Company
Farmington, CT

Form ADV filed 23 April 2026

$88.8B AUM10 clients61 advisers2 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 1999
  4. Passed Series 7 · 1995

Registrations and exams

No current adviser or broker registration. Anita Kerr has passed 4 qualifying exams.

Examinations

Series 249 March 1999
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 718 March 1995
Name
General Securities Representative Examination

Individual record

Full name
Anita Karkhanis Kerr
CRD
2319338
Firm
Symetra Investment Management Company
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Anita Kerr work?

Anita Kerr has been Senior Managing Director, Interim Co-President Head of Business Strategy & Operations of Symetra Investment Management Company since October 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 April 2026

Does Anita Kerr have a current investment-adviser registration?

Anita Kerr has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Anita Kerr passed?

Anita Kerr has passed 4 licensing exams: the Series 7, Series 24, SIE and Series 99TO. The earliest, the Series 7, was passed in March 1995.

Source: IAPD individual record, checked 17 October 2026

Leadership at Symetra Investment Management

  • Nicholas Mocciolo
    Senior Managing Director, Interim Co-President & Chief Investment Officer
  • Kevin Sklar
    Senior Managing Director, Treasurer & Chief Financial Officer
  • Robert Herlihy
    Managing Director, Chief Compliance Officer
  • Colin Elder
    Senior Managing Director, Head of Commercial Mortgage Loans
  • John Flynn
    Senior Managing Director, Head of Business Development and Marketing
  • Glenn Gordon
    Senior Managing Director, Head of Structured Finance
  • Andrew Gould
    Senior Managing Director, General Counsel
  • Yvonne Guajardo
    Senior Managing Director, Head of Private Placements Debt
  • Mark Pelletier
    Senior Managing Director, Head of Clo, High Yield, and Bank Loan Management
  • Brian Stanick
    Senior Managing Director, Head of Public Investment Grade Corporate Fixed Income

Sources

  1. IAPD individual record, CRD 2319338. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Symetra Investment Management Company, filed 23 April 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

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This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Anita Kerr or Symetra Investment Management Company and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.