Crey Keitzer
Crey Keitzer is a registered investment advisor at LPL Financial LLC, based in Cranberry Township, PA, with 12 years of industry experience. Crey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2009 Mackenzie Way Ste 100, Cranberry Township, PA, 16066
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2026Judgment / Lien
April 2024Judgment / Lien
June 2023Other Business ActivitiesSells Insurance
Crey operates Stratos Wealth Partners, North Star Strategic Wealth Partners, and Capture Wealth Management as DBAs for his LPL business, dedicating full-time hours to these RIAs. He also works with non-variable insurance products and North Star Capital Planning, an insurance agency, dedicating a few hours per week and about a quarter of his time, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
State Registrations11 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
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