Keith Greenwald (CRD# 4896259) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aprio Wealth Management, LLC | Atlanta, GA | Apr 2014 - Current | 8 |
| Aprio, LLP | Atlanta, GA | Apr 2014 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2013 - Current | 8 |
| Aprio Risk Management, LLC | Atlanta, GA | Oct 2013 - Current | 8 |
| Aprio Strategic Partners | Atlanta, GA | Apr 2014 - Dec 2017 | 3 |
| Ha&w Wealth Management, LLC | Atlanta, GA | Oct 2013 - Apr 2014 | < 1 |
| Ha&w Strategic Partners | Atlanta, GA | Oct 2013 - Apr 2014 | < 1 |
| Northwestern Mutual Investment Services, LLC | Atlanta, GA | Jan 2005 - Sep 2013 | 8 |
| Northwestern Mutual Life Insurance Co | Milwaukee, WI | Dec 2004 - Sep 2013 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- CA
- GA
- TX
-
Total Assets Under Management1,312MILLIONS
-
Total Number of Accounts1,149ACCOUNTS
-
Average Account Value$1,142,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, GA, LA, NC, NY, PA, SC, TN, TX
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