Todd Keating is a registered investment advisor at Parvin Fund Management, based in Exton, PA, with 18 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $5.9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$5.9M
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Location
Exton, PA
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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.
Learn about disclosures →Employment History
Current Registrations
Parvin Fund Management
November 2022 - Present · 3 yrs 5 mos
Parvin Asset Management, LLC
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Nuveen Asset Management
February 2009 - April 2009 · 2 mos
Rittenhouse Asset Management, INC.
January 1994 - January 2009 · 15 yrs
State Registrations2 states
PASD
Advisor
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
No exam information available for this advisor.