Keith Anderson, financial advisor Shelton CT

Keith Anderson

CRD Number: 2209831
Current Firm: Commonwealth Financial Network

Keith Anderson (CRD# 2209831) is an Investment Advisor Representative working at Commonwealth Financial Network in Shelton, CT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Equity Services, Inc. Fairfield, CT Feb 1996 - Current 28
Keith E Anderson Cpa Fairfield, CT Mar 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Keith E. Anderson
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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