Claim Profile
KA

Keith Alan Amchin

THINKSHOP ADVISORS LLC·MELVILLE, New York
Unclaimed Profile
200 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 6563783Firm CRD# 281432
01

About

Keith Alan Amchin is a registered financial advisor based in MELVILLE, New York, affiliated with THINKSHOP ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
THINKSHOP ADVISORS LLC
THINKSHOP ADVISORS LLC
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 6563783
Firm CRD# 281432
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MELVILLE?

Browse all registered financial advisors in MELVILLE, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Keith Alan Amchin offer?
Keith Alan Amchin specializes in Investment Management, Retirement Planning. Contact their office in MELVILLE, New York for a consultation.
What are Keith Alan Amchin's credentials?
Keith Alan Amchin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Alan Amchin located?
Keith Alan Amchin is based in MELVILLE, New York, working with THINKSHOP ADVISORS LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Keith Alan Amchin charge for services?
Keith Alan Amchin's firm is compensated through percentage of aum, performance-based fees, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THINKSHOP ADVISORS LLC?
THINKSHOP ADVISORS LLC has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty