Keith Kelt, financial advisor Santa Barbara CA

Keith Kelt

CRD Number: 267357
Current Firm: Kovack Advisors, Inc.

Keith Kelt (CRD# 267357) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Santa Barbara, CA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL May 2017 - Current 5
Kovack Advisors, Inc. Fort Lauderdale, FL May 2017 - Current 5
Tkg Financial, Llc (name Change Only) Santa Barbara, CA May 2015 - May 2017 2
The Kelt Group Montecito, CA May 2004 - May 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Keith L. Kelt
Phone Number: 954-782-4771
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,547
    MILLIONS
  • Total Number of Accounts
    15,453
    ACCOUNTS
  • Average Account Value
    $294,265
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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