Crey Keitzer
Crey Keitzer is a registered investment advisor at LPL Financial LLC, based in Cranberry Township, PA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2009 Mackenzie Way Ste 100, Cranberry Township, PA, 16066
Get directionsHistory
Regulatory History (2)
Judgment / 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.