Anatoly Khait
Anatoly Khait is a PFS-designated registered investment advisor at Prospera Financial Services, INC., based in New York, NY, with 23 years of industry experience. Anatoly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B 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 | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
1185 Ave of the Americas, 3rd Floor, New York, NY, 10036
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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
Anatoly is a CPA and president of Eco-Tax Inc., providing tax and accounting services, dedicating nearly full-time hours to this role. Anatoly is also an independent insurance agent, selling fixed insurance products and dedicating minimal time to this activity.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
World Investment Advisors, LLC
World Advisory Services
World Investments, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Investors Capital CORP.Broker
Joseph Stevens & Company, INC.Broker
Sands Brothers & CO., LTD.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations25 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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