Keith Feinberg (CRD# 7394452) is an Investment Advisor Representative working at Seven Mile Advisory LLC in Ewing, NJ and has 1 year of experience in the finance industry. Keith Feinberg 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.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seven Mile Advisory | Ewing, NJ | Mar 2022 - Current | 2 |
| Mariner Platform Solutions | Little Silver, NJ | Mar 2022 - Mar 2022 | < 1 |
| Cerity Partners LLC | New York, NY | Jan 2020 - Mar 2022 | 2 |
| Executive Monetary Management | New York, NY | Dec 2019 - Dec 2019 | < 1 |
| Altfest Personal Wealth Management | New York, NY | Jun 2018 - Dec 2019 | 1 |
| Bny Mellon Wealth Management | New York, NY | Aug 2015 - Jun 2018 | 2 |
| Ohrenstein Brown | Garden City, NY | Apr 2015 - Aug 2015 | < 1 |
| Baker Sanders | Garden City, NY | Nov 2012 - Apr 2015 | 2 |
- NY
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Total Assets Under Management328MILLIONS
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Total Number of Accounts226ACCOUNTS
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Average Account Value$1,451,390
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, NJ, NY, TX
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