Kean Amaral
Kean Amaral is a CFA-designated registered investment advisor at United Success Wealth Management, based in Short Hills, NJ, with 19 years of industry experience. Kean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 54 clients with $52M 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 | 1.50% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
830 Morris Tpke 4th Floor, Short Hills, NJ, 07078
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2015Customer Dispute
December 2010Other 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
Previous Registrations
Cabin Securities, INC.Broker
Fortis Capital Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS Securities LLCBroker
Citigroup Global Markets INC.Broker
State Registrations4 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.