Keith Condemi
Keith Condemi is a CFA-designated registered investment advisor at Silver Oak Securities, INC., based in Webster, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
1630 Empire Blvd, Ste 100, Webster, NY, 14580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is involved in several businesses, including Equimark East LLC (tax, consulting, fixed insurance, and financial services), Condemi Family LTD Partnership (real estate), and Equimark Insurance Agency (fixed insurance). He also owns Bright Futures Wealth Management and Empire 1630-01, LLC (real estate), and dedicates a significant amount of time to financial services.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Multi-Financial Securities Corporation
Cetera Advisors LLCBroker
Vestax Securities CorporationBroker
Am&m Investment Brokers, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations24 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.