Keith Stoloff is a registered investment advisor at Corient, based in Weston, FL, with 33 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
2700 S Commerce Parkway, Suite 100, Weston, FL, 33331
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2025Customer Dispute
June 1994Other Business Activities
Keith is the Managing Director of Stoli Advisory LLC, a non-investment related business. He spends minimal time on this activity.
Employment History
Current Registrations
Corient
Previous Registrations
Emfo, LLC
Stoloff Investment Advisory Services, LLC
Emerald Allocation Strategies, LLC
Emerald Asset Advisors LLC
Stoloff Investment Advisory Services, LLC
Raymond James & Associates, INC.
J. B. Hanauer & CO.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Allan BudelmanCorient
- Scot HunterCorient
- Cynthia Wagner, ChFCState Farm Investment Management CORP.
- Juan Acevedo, CFPStrategic Advisers LLC
- Amber Kelly, CFP, ChFCImpact Partnership Wealth, LLC
- Danilo Prada, CFPWells Fargo Advisors