Keith Butler
Keith Butler is a CFA-designated registered investment advisor at Timecapital Investor Advisory Services INC, based in Port Jefferson Station, NY, with 10 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 222 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TimeCapital charges an annual advisory fee of up to 3% of the value of your portfolio. This fee is negotiable. Pershing Advisor Solutions acts as the broker-dealer and charges separate commissions and fees for transactions.
Location
One Roosevelt Avenue, Port Jefferson Station, NY, 11776
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Keith works as a money manager at TimeCapital Investor Advisory Services Inc., an investment advisory firm, since November 2023. This investment-related activity takes about half of Keith's time.
Employment History
Current Registrations
Timecapital Investor Advisory Services INC
Timecapital Securities CorporationBroker
Previous Registrations
Barclays Capital INC.Broker
Timecapital Securities CorporationBroker
State Registrations1 state
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.