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Ahmad Razi Karim

KEY WEALTH ADVISORS LLC·NEW YORK, New York
Unclaimed Profile
199 WATER STREET, NEW YORK, NY 10038CRD# 4574768Firm CRD# 317106
01

About

Ahmad Razi Karim is a registered financial advisor based in NEW YORK, New York, affiliated with KEY WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KEY WEALTH ADVISORS LLC
KEY WEALTH ADVISORS LLC
AUM
$9M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KEY WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4574768
Firm CRD# 317106
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ahmad Razi Karim offer?
Ahmad Razi Karim specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Ahmad Razi Karim's credentials?
Ahmad Razi Karim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ahmad Razi Karim located?
Ahmad Razi Karim is based in NEW YORK, New York, working with KEY WEALTH ADVISORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Ahmad Razi Karim charge for services?
Ahmad Razi Karim'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 WEALTH ADVISORS LLC?
KEY WEALTH ADVISORS LLC has approximately 2 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Adam Elfenbein
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Carl J Versella
NEW YORK, NY
Yehia-Hubbard Sherif Ross
NEW YORK, NY

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