KEY WEALTH ADVISORS LLC

NEW YORK, New York·4 registered advisors·CRD# 317106
SEC# 801-1226460(256) 715-9611
01

Firm Overview

AUM
$9M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEY WEALTH ADVISORS LLC

4 registered advisors
Ahmad Razi Karim
NEW YORK, New York
Carl J Versella
NEW YORK, New York
David Adam Elfenbein
NEW YORK, New York
Yehia-Hubbard Sherif Ross
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. KEY WEALTH ADVISORS LLC (CRD# 317106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.