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KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
DAYTONA BEACH, Florida
·
5 registered advisors
·
CRD# 139806
SEC# 801-80151
1
386-253-1980
01
Firm Overview
AUM
$316M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
5 registered advisors
Danielle Marie Cinicolo
DAYTONA BEACH, Florida
CRD# 4910310
Gerald Patrick Keyes
PALM COAST, Florida
CRD# 2546749
Howard Erwin Stange
PALM COAST, Florida
CRD# 2943897
Marcus Allen Wooten
DAYTONA BEACH, Florida
CRD# 2676555
Tara Leigh Bobelak
DAYTONA BEACH, Florida
CRD# 4862721
05
Office Locations
DAYTONA BEACH, Florida
3 advisors
PALM COAST, Florida
2 advisors
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Data sourced from SEC Form ADV filings. KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC (CRD# 139806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.