Unclaimed Profile

Rodman Dehart Young

KEYVANTAGE WEALTH, LLC·BETHLEHEM, Pennsylvania

Clean record28 years registeredKEYVANTAGE 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 · 28 years registered

Brand Profile

Not yet started

Career History

KEYVANTAGE WEALTH ADVISORS

Aug 2024 – present

VALLEY NATIONAL ADVISERS INC

Oct 2008 – Aug 2024

BETHLEHEM, PA

ANDESA INVESTMENT SOLUTIONS, INC.

Oct 2004 – Oct 2008

ALLENTOWN, PA

ANDESA STRATEGIES, INC.

Jan 1998 – Oct 2008

ALLENTOWN, PA

Registrations & Exams

Registration record

First registered · January 21, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYVANTAGE WEALTH, LLC

CRD 331996 · SEC 801-130771

AUM

$284M

Regulatory assets under management

Employees

538 client accounts

Services offered by KEYVANTAGE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYVANTAGE WEALTH, LLC →

Introduction

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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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