Michael Keys is a CFP-designated registered investment advisor, based in Rochester, NY, with 38 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
133 Rue De Ville, Rochester, NY, 14618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael co-owns Deville LLC (real estate), CNMK Operational Support LLC (financial advisory business bill paying), and MJKeys LLC (bill paying for his practice). He also co-authors a book on leadership development, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations43 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
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