Keith BarberisCRD Number: 2888255
Current Firm: Steward Partners Investment Advisory, LLC
Keith Barberis (CRD# 2888255) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 21 years of experience in the finance industry. Keith Barberis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Steward Partners Investment Solutions, LLC||Bethesda, MD||May 2022 - Current||1|
|Barberis Wealth Management||Bethesda, MD||May 2019 - Current||4|
|Steward Partners Global Advisory LLC||Bethesda, MD||Jul 2017 - Current||5|
|Steward Partners Investment Advisory, LLC||Bethesda, MD||Jul 2016 - Current||6|
|Raymond James Financial Services, Inc.||Bethesda, MD||Jul 2016 - May 2022||5|
|Ubs Financial Services Inc.||Bethesda, MD||Apr 2009 - Jul 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management12,169MILLIONS
Total Number of Accounts27,637ACCOUNTS
Average Account Value$440,314
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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