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Rodman Dehart Young

KEYVANTAGE WEALTH, LLC·BETHLEHEM, Pennsylvania
Clean recordKEYVANTAGE WEALTH, LLC
95 HIGHLAND AVENUE, BETHLEHEM, PA 18017CRD# 4463184Firm CRD# 331996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodman Dehart Young · BETHLEHEM, PA
Registration
CRD #4463184 · KEYVANTAGE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rodman Dehart Young is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with KEYVANTAGE WEALTH, 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
Introduction

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03

Firm Overview

Firm
KEYVANTAGE WEALTH, LLC
KEYVANTAGE WEALTH ADVISORS
AUM
$284M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KEYVANTAGE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4463184
Firm CRD# 331996
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rodman Dehart Young offer?
Rodman Dehart Young specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Rodman Dehart Young's credentials?
Rodman Dehart Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodman Dehart Young located?
Rodman Dehart Young is based in BETHLEHEM, Pennsylvania, working with KEYVANTAGE WEALTH, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Rodman Dehart Young charge for services?
Rodman Dehart Young's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYVANTAGE WEALTH, LLC?
KEYVANTAGE WEALTH, LLC has approximately 5 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jaclyn Marie Cornelius
BETHLEHEM, PA

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