Keith Edward Downey

Employer firm

Stronghold Wealth Management L.l.c. CRD 161194

$173M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  Stronghold Wealth Management L.L.C.
  Tampa, FL

Previous Registrations

• 2012-03-02 → 2012-08-24
  Harvard Advisors, L.L.C.
  Tulsa, OK
• 2009-02-13 → 2012-03-13
  Ameriprise Financial Services, Llc
  Tulsa, OK
  Tulsa, OK
  Tampa, FL
• 2005-04-05 → 2009-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  Atlanta, GA
  Tulsa, OK
• 1998-09-18 → 2005-04-01
  Ameriprise Financial Services, Llc
  Tulsa, OK

Other Businesses

Independent Licensed Insurance Agent; 10 hours per year.

Exams

• S66 Uniform Combined State Law Examination
  1998-09-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant