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Keith Leon Beverly

GRID 202 LLC·MANHATTAN, New York
Unclaimed Profile
590 MADISON AVENUE, IBM BUILDING, MANHATTAN, NY 10022CRD# 4226406Firm CRD# 299357
01

About

Keith Leon Beverly is a registered financial advisor based in MANHATTAN, New York, affiliated with GRID 202 LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GRID 202 LLC
RE-ENVISION WEALTH
AUM
$126M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GRID 202 LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4226406
Firm CRD# 299357
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Leon Beverly offer?
Keith Leon Beverly specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MANHATTAN, New York for a consultation.
What are Keith Leon Beverly's credentials?
Keith Leon Beverly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Leon Beverly located?
Keith Leon Beverly is based in MANHATTAN, New York, working with GRID 202 LLC. Their office serves clients in the MANHATTAN metropolitan area and surrounding communities.
How does Keith Leon Beverly charge for services?
Keith Leon Beverly'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 GRID 202 LLC?
GRID 202 LLC has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MANHATTAN
Gerald Matthew Gibbons — EAGLE WEALTH ADVISORSCharles Thomas Lawrence — CHASSON GROUP, INC.Anna Clarette N'jie-Konte — GRID 202 LLC
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Research
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