Kaled
Khaznehkatbi

Royal Alliance Associates, Inc

CRD#5726875
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Kaled Khaznehkatbi is a financial advisor working out of Bloomfield Hills, Michigan with a total of 5 years of relevant experience. Khaznehkatbi is an employee of Royal Alliance Associates, Inc. Over the course of their career, Khaznehkatbi has held roles at Signator Investors Inc and Royal Alliance Associates, Inc. Khaznehkatbi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, District Of Columbia and Michigan. Royal Alliance Associates, Inc is a business that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It oversees $30 billion in total assets between its 149,233 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. Royal Alliance Associates, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the type of financial services provided. Fee types billed by Royal Alliance Associates, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7 West Square Lake Road Suite 139
Bloomfield Hills, MI 48302

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

MI Average: $10,121,009,343
Total Number of Employees

3,704

MI Average: 92
Total Number of Accounts

149,233

MI Average: 6,978
Average Account Size

$197,920

MI Average: $1,450,417

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
  • Educational seminars/workshops

Kaled Khaznehkatbi Work History

Kaled has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2009 - 2018 (9 years)

Signator Investors Inc

*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 Kaled Khaznehkatbi 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 Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Amanda Johnson
Spokane, WA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Trisha Qualy
St Louis Park, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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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