Alexandra Lori Keelty

CFP

Corient

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Corient

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

520 advisors

Number of Clients

25,061 clients

Average Client Portfolio

$5.7M average

Assets Under Management

$143.6B

Fee Structure

Location

830 Brickell Plaza, Suite 4800, Miami, FL, 33131

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Corient

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Balasa Dinverno Foltz LLC

August 2016 - March 2023 · 6 yrs 7 mos

State Registrations2 states

ILTX

Advisor

Exams

No exam information available for this advisor.