David
Elfenbein
Key Wealth Advisors LLC
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About this Advisor
David Elfenbein is a financial advisor based in New York, New York with 2 years of relevant experience. Elfenbein is currently employed by Key Wealth Advisors LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Key Wealth Advisors LLC. Elfenbein holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama and Texas. Key Wealth Advisors LLC is a company based in New York, NY. It has offices in two locations and just four financial advisors. It oversees $43 million in assets under management among its 92 customer accounts, placing it among the smaller firms in the United States by assets under management. Of its 92 accounts, 41% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Key Wealth Advisors LLC offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on the services. Fee types charged by Key Wealth Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Wealth Advisors LLC Brokerage Details
$43,000,000
4
92
$467,391
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Elfenbein Work History
David has been registered as a financial advisor for 2 years.*
Key Wealth Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 David Elfenbein 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 Key Wealth Advisors LLC
New York, NY
New York, NY
Winter Garden, 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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