Keith Greenberg
Keith Greenberg is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Fort Mill, SC, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Fort Mill, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a soccer coach for the Youth Academy of the Charlotte Independence Soccer Club, compensated for his services since 2022, dedicating minimal time. He is also a consultant/independent contractor for Discoveries Soccer Club/Charlotte Independence Soccer Club, coaching youth academy, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
State Registrations1 state
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