Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Stoloff is an investment advisor representative at Corient, a firm registered with the Securities and Exchange Commission (SEC) and licensed to provide advisory services in several states. Keith is also registered with the State of Colorado, Florida and Texas as an investment advisor. Keith has been in the investment industry since 1987 and has worked for numerous firms throughout his career, including Raymond James & Associates, Inc., J. B. Hanauer & Co., GNA Securities, Inc., and Great Western Financial Securities Corporation. Keith Stoloff is also a Managing Director of Stoli Advisory LLC, a non-investment-related business. Corient provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and investment management for pooled investment vehicles. The firm also provides educational seminars and market timing services. Corient serves a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, trusts, pooled investment vehicles, pension plans, charitable organizations, and insurance companies. Keith is a highly experienced investment advisor with a strong track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
08/16/2024 - Present
Corient (Weston FL)
FL
01/29/2003 - 01/26/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
07/14/1993 - 02/18/2003
J. B. HANAUER & CO. (PARSIPPANY NJ)
VA
05/10/1993 - 07/12/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
06/01/1992 - 04/16/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
02/06/1992 - 05/28/1992
CITICORP SELECT INVESTMENTS, INC. (LONG ISLAND CITY NY)
NA
01/01/1992 - 05/27/1992
FINANCIAL HORIZONS SECURITIES CORPORATION
PA
03/13/1991 - 12/31/1991
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
04/04/1988 - 03/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/23/1987 - 04/14/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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