Unclaimed Profile

Gerald Patrick Keyes

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC·PALM COAST, Florida

Series 6, Series 7, Series 24, Series 31, Series 51, Series 63CFPPFSClean record30 years registeredKEYES, 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 · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2009 – Apr 2013

DAYTONA BEACH, FL

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Mar 2004 – Jul 2024

PALM COAST, FL

RAYMOND JAMES FINANCIAL SERVICES

Jul 1996 – Oct 2009

DAYTONA BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 31

Series 51

Series 63

Registration record

First registered · July 22, 1996

Years registered · 30

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD 139806 · SEC 801-80151

AUM

$316M

Regulatory assets under management

Employees

937 client accounts

Services offered by KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gerald Patrick Keyes offer?

Gerald Patrick Keyes specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Gerald Patrick Keyes's credentials?

Gerald Patrick Keyes holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gerald Patrick Keyes located?

Gerald Patrick Keyes is based in PALM COAST, Florida, last registered with KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC.

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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