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Keyvantage Wealth Advisors CRD 331996
$339M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
95 Highland Avenue Suite 310, Bethlehem, PA 18017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-05 |
Branch Locations
95 Highland Avenue Suite 310, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley National Advisers Inc | Bethlehem | PA | 09/2018 | 08/2024 |
| Unemployed | Bethlehem | PA | 06/2018 | 08/2018 |
| Hofstra University | Hempstead | NY | 09/2017 | 05/2018 |
| Valley National Group | Bethlehem | PA | 06/2017 | 08/2017 |
| Hofstra University | Hempstead | NY | 09/2016 | 05/2017 |
| Valley National Investments, Inc. | Bethlehem | PA | 04/2019 | 08/2024 |
| Keyvantage Wealth Advisors | Bethlehem | PA | 08/2024 | Present |
KeyVantage Services, LLC; not investment-related; 95 Highland Avenue, Suite 310, Bethlehem, PA 18017; tax preparation and services; Advisor; 8/5/24; 10 hours per month during trading hours; preparing tax returns.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
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