KC
KC

Keith Edward Condemi

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

1630 Empire Blvd, Suite 100, Webster, NY, 14580

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History

Regulatory History
Clean regulatory record

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.

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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, IncorporatedBroker
November 2025 - Present · 3 mos
Silver Oak Securities, INC.
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLC
June 2008 - March 2024 · 15 yrs 9 mos
Multi-Financial Securities Corporation
June 2006 - December 2006 · 6 mos
Cetera Advisors LLCBroker
January 2004 - November 2025 · 21 yrs 10 mos
Vestax Securities CorporationBroker
July 1999 - January 2004 · 4 yrs 6 mos
Am&m Investment Brokers, INC.Broker
January 1993 - April 1999 · 6 yrs 3 mos
Pruco Securities CorporationBroker
June 1992 - October 1992 · 4 mos
The Prudential Insurance Company of AmericaBroker
June 1992 - October 1992 · 4 mos
State Registrations23 states
ALARCACOCTFLIDMAMDMEMONCNHNJNVNYORPARISCTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Keith Edward Condemi - Financial Advisor | TrueAdvisor