Sam
Keylock
Constitution Investment Advisory And Portfolio Management
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About this Advisor
Sam Keylock is a financial advisor based in Shelton, Connecticut, working with Constitution Investment Advisory And Portfolio Management. Sam has previously held positions as a student at Albertus Magnus College, and at Bevmax, Accavallo & Company, Reebok, and Constitution Investment Advisory And Portfolio Management. Sam has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Sam is part of Constitution Investment Advisory And Portfolio Management, which operates out of Shelton, Connecticut. The firm has 5 employees and manages assets totaling $199.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Constitution Investment Advisory And Portfolio Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Constitution Investment Advisory And Portfolio Management Brokerage Details
$199,944,315
5
239
$836,587
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Sam Keylock Work History
Constitution Investment Advisory And Portfolio Management
Reebok
Accavallo & Company
Bevmax
Albertus Magnus College
Student
Disclosures
Please visit the SEC profile of Sam Keylock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Constitution Investment Advisory And Portfolio Management
Shelton, CT
Shelton, CT
Shelton, CT
Shelton, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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