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Gerald Patrick Keyes

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC·PALM COAST, Florida
Clean recordKEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
391 PALM COAST PKWY SW, PALM COAST, FL 32137CRD# 2546749Firm CRD# 139806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Patrick Keyes · PALM COAST, FL
Registration
CRD #2546749 · KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Patrick Keyes is a registered financial advisor based in PALM COAST, Florida, affiliated with KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
AUM
$316M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2546749
Firm CRD# 139806
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Patrick Keyes offer?
Gerald Patrick Keyes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PALM COAST, Florida for a consultation.
What are Gerald Patrick Keyes's credentials?
Gerald Patrick Keyes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Patrick Keyes located?
Gerald Patrick Keyes is based in PALM COAST, Florida, working with KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC. Their office serves clients in the PALM COAST metropolitan area and surrounding communities.
How does Gerald Patrick Keyes charge for services?
Gerald Patrick Keyes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC?
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Danielle Marie Cinicolo
DAYTONA BEACH, FL
Howard Erwin Stange
PALM COAST, FL
Marcus Allen Wooten
DAYTONA BEACH, FL
Tara Leigh Bobelak
DAYTONA BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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