Keith Ginsburg is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Miami, FL, with 23 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
8950 SW 74 Court, Suite 2005, Miami, FL, 33156
Get directionsHistory
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 Activities
Keith volunteers with Business Networking International and serves on the board of directors for multiple non-profit organizations, including the Dave & Mary Alper Jewish Community Center and the Greater Miami Jewish Federation. These activities require minimal time commitment.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Signator Investors, INC.Broker
State Registrations28 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
More Advisors
- Abraham Horowitz, CFPJanney Montgomery Scott LLC
- Dustin Young, CFPJanney Montgomery Scott LLC
- Raymond SardinaJanney Montgomery Scott LLC
- Helen BuenoJanney Montgomery Scott LLC
- Francisco AmigoJanney Montgomery Scott LLC
- Kevin MunozJanney Montgomery Scott LLC