Keith Justin Butler

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2016 → 05/2024
  Janney Montgomery Scott Llc
  Fairfield, CT
• 05/2024 → Present
  Lodestar Capital Management
  Wilton, CT
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Wilton, CT
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Wilton, CT

Previous Registrations

• 2016-08-04 → 2024-05-09
  Janney Montgomery Scott Llc
  Fairfield, CT
  Fairfield, CT
• 2009-07-17 → 2016-08-16
  Wells Fargo Clearing Services, Llc
  Westport, CT
  Southport, CT
• 2009-06-01 → 2009-08-11
  Morgan Stanley
  Stamford, CT
• 1998-05-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Stamford, CT
  Stamford, CT

Other Businesses

(1)Name of Business: Lodestar Capital Management LLC Address: 195 Danbury Rd Ste 120, Wilton, CT, 06897-4075, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: As the managing partner of this one employee branch I am responsible for managing client investment portfolios

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-03
• S63 Uniform Securities Agent State Law Examination
  1991-10-04

Other Names

• Keith Bishop