Keith Greenwald, financial advisor Atlanta GA

Keith Greenwald

CRD Number: 4896259
Current Firm: Aprio Wealth Management, LLC

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.

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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
Contact Info for Keith M. Greenwald
Phone Number: 404-892-9651
Registered State(s):
  • CA
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,312
    MILLIONS
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $1,142,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, LA, NC, NY, PA, SC, TN, TX

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