Keystate Advisory, LLC

Keystate Advisory, LLC (CRD# 156226) is a financial advisory firm headquartered in Las Vegas, NV. They manage $17,032,495,600 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169
http://www.key-state.com/bank-portfolio-consulting.aspx
By the Numbers
  • Total Assets Under Management
    17,032
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $205,210,790
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, NV

Financial Advisors at Keystate Advisory, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Brian Amend, financial advisor Wilmington DE
Brian J. Amend
CRD#: 6913613
919 N. Market Street, Suite 225, Wilmington, DE 19801

Brian Amend (CRD# 6913613) is an Investment Advisor Representative working at Keystate Advisory, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.

2
Ivan Farris, financial advisor Las Vegas NV
Ivan S. Farris
CRD#: 5690899
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169

Ivan Farris (CRD# 5690899) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 8 years of experience in the finance industry.

3
Patrick Hidden, financial advisor Las Vegas NV
Patrick M. Hidden
CRD#: 6891543
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169

Patrick Hidden (CRD# 6891543) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 6 years of experience in the finance industry.

4
Joshua Miller, financial advisor Las Vegas NV
Joshua C. Miller
CRD#: 5878557
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169

Joshua Miller (CRD# 5878557) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 13 years of experience in the finance industry.

5
Monte Miller, financial advisor Las Vegas NV
Monte L. Miller
CRD#: 5878558
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169

Monte Miller (CRD# 5878558) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 12 years of experience in the finance industry.

6
Larry Wood, financial advisor Las Vegas NV
Larry M. Wood
CRD#: 5193775
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169

Larry Wood (CRD# 5193775) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 17 years of experience in the finance industry.

7
David Oceguera, financial advisor Las Vegas NV
David I. Oceguera
CRD#: 7703097
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169

David Oceguera (CRD# 7703097) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.

8
Ronald Samuels, financial advisor Wilmington DE
Ronald V. Samuels
CRD#: 1023416
919 N Market St, Suite 225, Wilmington, DE 19801

Ronald Samuels (CRD# 1023416) is an Investment Advisor Representative working at Keystate Advisory, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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