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Christaphor Thomasian

Key Client Fiduciary Advisors, LLC

Fairfield, NJ

CRD 7401080

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Employer firm

Key Client Fiduciary Advisors, LLC CRD 298240

$896M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Key Client Fiduciary Advisors, Llc

363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-23
TX RA APPROVED 2022-09-14
  • NJ RA
    APPROVED
    Since 2022-09-23
  • TX RA
    APPROVED
    Since 2022-09-14

Branch Locations

363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Client Fiduciary Advisors, Llc Fairfield NJ 07/2022 Present
Unemployed Fairfield NJ 05/2022 07/2022
Bentley University Waltham MA 08/2018 05/2022
Merrill Lynch Fort Lee NY 12/2021 01/2022
Lpl Financial New York NY 05/2021 08/2021
Don's Sunoco Woodcliff Lake NJ 06/2017 08/2018
Harry Winston New York NY 05/2019 08/2019
Saint Joseph Regional High School Montvale NJ 09/2014 06/2018
  • 07/2022 → Present
    Fairfield, NJ
  • 05/2022 → 07/2022
    Unemployed
    Fairfield, NJ
  • 08/2018 → 05/2022
    Bentley University
    Waltham, MA
  • 12/2021 → 01/2022
    Merrill Lynch
    Fort Lee, NY
  • 05/2021 → 08/2021
    Lpl Financial
    New York, NY
  • 06/2017 → 08/2018
    Don's Sunoco
    Woodcliff Lake, NJ
  • 05/2019 → 08/2019
    Harry Winston
    New York, NY
  • 09/2014 → 06/2018
    Saint Joseph Regional High School
    Montvale, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-14
  • S65 Uniform Investment Adviser Law Examination
    2022-09-14

View on SEC IAPD

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