Keith BrothersCRD Number: 5403898
Current Firm: Private Portfolio Partners, LLC
Keith Brothers (CRD# 5403898) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Bedminster, NJ and has over 7 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Fxp Advisory Services
|Gladstone Institutional Advisory LLC||Bedminster, NJ||May 2015 - Current||1|
|Lpl Financial, LLC||Bedminster, NJ||Jul 2014 - Current||2|
|Private Portfolio Partners, LLC||Bedminster, NJ||Jul 2014 - Current||2|
|Capital One Financial Advisors||Freehold, NJ||May 2013 - Aug 2014||1|
|Morgan Stanley Smith Barney||Westfield, NJ||Aug 2011 - Jun 2013||1|
|Pnc Investments||Bridgewater, NJ||Mar 2009 - Aug 2011||2|
|Pnc Investments||Bridgewater, NJ||Feb 2008 - Jan 2010||1|
|Northwestern Mutual||Summit, NJ||Sep 2007 - Feb 2008||< 1|
|Paulson||Summit, NJ||Jul 2007 - Aug 2007||< 1|
|Fdny||New York, NY||May 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management156MILLIONS
Total Number of Accounts720ACCOUNTS
Average Account Value$216,389
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, NC, NE, NJ, NY, SC, TX
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