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CFA

Kean Amaral

United Success Wealth Management
20 Years of Experience
Short Hills, NJ
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kean Amaral is a CFA-designated registered investment advisor at United Success Wealth Management, based in Short Hills, NJ, with 20 years of industry experience. Kean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 63 clients with $78M in assets under management.

United Success Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
63 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$77.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.30%
$1M+1.00%

Fees are negotiable at the start of the relationship. Rates shown are maximum annual fee rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

830 Morris Tpke 4th Floor, Short Hills, NJ, 07078

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2015
Customer Dispute
December 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kean is involved in several business activities, including being a Registered Investment Advisor with United Success LLC, selling fixed insurance products, providing business consulting services, and managing real estate investments. He also works as a Registered Representative for Cabin Securities and manages an AirBnB property and a marketing services business.

Employment History
Current Registrations
United Success Wealth Management
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cabin Securities, INC.Broker
April 2024 - December 2024 · 8 mos
Fortis Capital Advisors, LLC
February 2022 - January 2024 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - February 2022 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - February 2022 · 6 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - May 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2015 · 2 yrs 7 mos
Chase Investment Services CORP.
October 2008 - October 2012 · 4 yrs
Chase Investment Services CORP.Broker
August 2008 - October 2012 · 4 yrs 2 mos
UBS Securities LLCBroker
April 2007 - January 2008 · 9 mos
Citigroup Global Markets INC.Broker
October 2005 - March 2007 · 1 yr 5 mos
State Registrations4 states
CANJNYTX
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.
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