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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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 | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
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.
Exams
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