Unclaimed Profile

Keith M Greenwald

APRIO WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 6, Series 28, Series 63, Series 65Clean record12 years registeredAPRIO WEALTH MANAGEMENT, LLC

2002 SUMMIT BOULEVARD, ATLANTA, GA 30319CRD# 4896259Firm CRD# 127333

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keith M Greenwald · ATLANTA, GA

Registration

CRD #4896259 · APRIO WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

APRIO WEALTH MANAGEMENT, LLC

Mar 2014 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 28

Series 63

Series 65

Registration record

First registered · March 4, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APRIO WEALTH MANAGEMENT, LLC

CRD 127333 · SEC 801-63326

AUM

$1.8B

Regulatory assets under management

Employees

2,121 client accounts

Services offered by APRIO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at APRIO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Keith M Greenwald offer?

Keith M Greenwald specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Keith M Greenwald's credentials?

Keith M Greenwald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith M Greenwald located?

Keith M Greenwald is based in ATLANTA, Georgia, working with APRIO WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Keith M Greenwald charge for services?

Keith M Greenwald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APRIO WEALTH MANAGEMENT, LLC?

APRIO WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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