Kaveeta Derosa is a registered investment advisor at Sgkd Advisory Services LLC, based in Rumson, NJ, with 9 years of industry experience. Kaveeta operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$450 - $650/hr
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Location
Rumson, NJ
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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
Sgkd Advisory Services LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
February 2017 - April 2023 · 6 yrs 2 mos
State Registrations1 state
NJ
Advisor
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Exams
No exam information available for this advisor.