Keith Henkin (CRD# 2421916) is an Investment Advisor Representative working at Smartvalue Investment Management, LLC in Guilford, CT and has over 30 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smartvalue Investment Management, LLC | Guilford, CT | Jun 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- CT
- FL
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$303,771
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
CT, FL
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