Keystate Advisory, LLC

Keystate Advisory, LLC (CRD# 156226) is a financial advisory firm headquartered in Las Vegas, NV. They manage $7,076,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,076
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $58,966,667
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Keystate Advisory, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joshua C. Miller
CRD#: 5878557
101 Convention Center Dr., Suite 850, Las Vegas, NV 89109
93
Wealthminder
score

Joshua Miller (CRD# 5878557) 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.

2
William Uelmen
CRD#: 5690725
101 Convention Center Dr., Suite 850, Las Vegas, NV 89109
93
Wealthminder
score

William Uelmen (CRD# 5690725) 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
Larry M. Wood
CRD#: 5193775
101 Convention Center Dr., Suite 850, Las Vegas, NV 89109
93
Wealthminder
score

Larry Wood (CRD# 5193775) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 11 years of experience in the finance industry.

4
Monte L. Miller
CRD#: 5878558
101 Convention Center Dr., Suite 850, Las Vegas, NV 89109
90
Wealthminder
score

Monte Miller (CRD# 5878558) 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.

5
Ivan S. Farris
CRD#: 5690899
101 Convention Center Dr., Suite 850, Las Vegas, NV 89109
87
Wealthminder
score

Ivan Farris (CRD# 5690899) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.

6
Bo Wu
CRD#: 6561591
101 Convention Center Dr., Suite 850, Las Vegas, NV 89109
87
Wealthminder
score

Bo Wu (CRD# 6561591) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.