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Keyana Adelina Touchette

Wiss Private Client Advisors, LLC

Florham Park, NJ

CRD 8014412

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Employer firm

Wiss Private Client Advisors, LLC CRD 286319

$1.22B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wiss Private Client Advisors, Llc

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-12-11
  • NJ RA
    APPROVED
    Since 2024-12-11

Branch Locations

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • 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
Morris Knolls Highschool Denville NJ 09/2013 07/2017
Qdoba Denville NJ 08/2016 08/2017
End Of Elm Morristown NJ 08/2017 02/2019
Mangiano Pizzeria Cedar Knolls NJ 02/2019 01/2020
Wiss Private Client Advisors, Llc Florham Park NJ 01/2020 04/2020
Wiss Private Client Advisors, Llc Florham Park NJ 05/2020 05/2021
Town Bar And Kitchen Morristown NJ 06/2020 11/2021
Wiss Private Client Advisors, Llc Florham Park NJ 05/2021 08/2021
Wiss Private Client Advisors, Llc Florham Park NJ 08/2021 02/2022
Wiss Private Client Advisors, Llc Florham Park NJ 02/2022 06/2023
Fairleigh Dickinson University Madison NJ 08/2017 05/2022
Wiss Private Client Advisors, Llc Florham Park NJ 06/2023 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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DAVID F BOAK
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Nearby Offices

JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

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