Kimberly Wolff has been Secretary of Kercheville Advisors since August 2013, is not listed as a control person, but directly owns under 5% of the firm.
Kercheville Advisors LLC is a San Antonio, TX firm with $555M under management, 352 clients and 3 advisers across 5 offices, as of its June 2026 filing.
No adviser firm registrations are on Kimberly Wolff’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 December 2014 |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 17 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Full name
- Kimberly Stuart Wolff
- CRD
- 2727036
- Firm
- Kercheville Advisors · CRD 169471
- Role
- Secretary
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Wolff work?
Kimberly Wolff has been Secretary of Kercheville Advisors LLC since August 2013.
Does Kimberly Wolff have a current investment-adviser registration?
Kimberly Wolff has no current investment-adviser or broker registration.
What exams has Kimberly Wolff passed?
Kimberly Wolff has passed 2 licensing exams: the Series 28 and Series 7. The earliest, the Series 28, was passed in November 2008. FINRA credited Kimberly Wolff with the SIE, which began in October 2018.
Is Kimberly Wolff registered with FINRA?
No. Kimberly Wolff has no current broker registration.
How can I verify Kimberly Wolff’s record?
Search CRD 2727036 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Wolff’s full registration record.
