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. Their practice areas include Business Owners, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SGKD Advisory Services does not manage portfolios directly. Instead, SGKD Advisory Services refers clients to Raymond James for investment management.
- Raymond James charges an annual fee based on the value of your portfolio.
- SGKD Advisory Services receives a percentage of the ongoing fee you pay to Raymond James.
- You do not pay an extra fee to SGKD Advisory Services for the referral; the cost comes out of the advisory fee charged by Raymond James.
Location
Rumson, NJ
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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 →Employment History
Current Registrations
Sgkd Advisory Services LLC
Previous Registrations
Raymond James & Associates, INC.
State Registrations1 state
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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