Keith
Downey

Stronghold Wealth Management L.L.C

CRD#3113292
Investment Advisor
in Tampa, FL

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About this Advisor

Keith Downey is a certified financial planner and chartered financial consultant working out of Tampa, Florida with 11 years of relevant experience. Downey works at Stronghold Wealth Management L.L.C. Over the course of their career, Downey has held roles at Stronghold Wealth Management L.L.C and Purshe Kaplan Sterling Investments. Downey has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Georgia, Oklahoma and Texas. Stronghold Wealth Management L.L.C is a financial advisory firm that has its headquarters in Tampa, FL. It manages $120 million in assets across its 541 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to one charitable organizations. Of its 541 client accounts, 25% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Stronghold Wealth Management L.L.C performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on the type of financial services. Fee types charged by Stronghold Wealth Management L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1005 West Cleveland Street
Tampa, FL 33606

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Stronghold Wealth Management L.L.C Brokerage Details

Total Assets Under Management

$119,672,288

FL Average: $1,855,561,029
Total Number of Employees

2

FL Average: 62
Total Number of Accounts

541

FL Average: 2,474
Average Account Size

$221,206

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Keith Downey Work History

Keith has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Stronghold Wealth Management L.L.C

2012 - 2013 (1 year)

Purshe Kaplan Sterling Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Downey 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 Stronghold Wealth Management L.L.C

Keith Downey
Tampa, FL
Richard Alley
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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