Keith
Feinberg
Seven Mile Advisory LLC
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About this Advisor
Keith Feinberg is a financial advisor based in Garden City, New York, working with Seven Mile Advisory LLC. Keith has previously held positions at Baker Sanders, Ohrenstein Brown, Bny Mellon Wealth Management, Altfest Personal Wealth Management, Executive Monetary Management, Cerity Partners LLC, Mariner Platform Solutions, and Seven Mile Advisory. Keith is registered to provide services in New York. Currently, Keith is part of Seven Mile Advisory LLC, which operates out of Garden City, New York. The firm has 4 offices and 4 employees. The firm manages assets totaling $328.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Seven Mile Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seven Mile Advisory LLC Brokerage Details
$328,014,197
4
226
$1,451,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Keith Feinberg Work History
Seven Mile Advisory
Mariner Platform Solutions
Cerity Partners LLC
Executive Monetary Management
Altfest Personal Wealth Management
Ohrenstein Brown
Bny Mellon Wealth Management
Baker Sanders
Disclosures
Please visit the SEC profile of Keith Feinberg 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 Seven Mile Advisory LLC
Trenton, NJ
Trenton, NJ
Denver, CO
Garden City, NY
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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