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Richard Anthony Flora

KEY CLIENT FIDUCIARY ADVISORS, LLC·FAIRFIELD, New Jersey
KEY CLIENT FIDUCIARY ADVISORS, LLC
363 ROUTE 46 WEST, FAIRFIELD, NJ 07004CRD# 1121424Firm CRD# 298240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Anthony Flora · FAIRFIELD, NJ
Registration
CRD #1121424 · KEY CLIENT FIDUCIARY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Richard Anthony Flora is a registered financial advisor based in FAIRFIELD, New Jersey, affiliated with KEY CLIENT FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEY CLIENT FIDUCIARY ADVISORS, LLC
KEY CLIENT FIDUCIARY ADVISORS, LLC
AUM
$636M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEY CLIENT FIDUCIARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1121424
Firm CRD# 298240
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Anthony Flora offer?
Richard Anthony Flora specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.
What are Richard Anthony Flora's credentials?
Richard Anthony Flora is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Anthony Flora located?
Richard Anthony Flora is based in FAIRFIELD, New Jersey, working with KEY CLIENT FIDUCIARY ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Richard Anthony Flora charge for services?
Richard Anthony Flora'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 KEY CLIENT FIDUCIARY ADVISORS, LLC?
KEY CLIENT FIDUCIARY ADVISORS, LLC has approximately 10 employees and manages $636M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEY CLIENT FIDUCIARY ADVISORS, LLC

Eric Robert Fishman
FAIRFIELD, NJ

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