Keith Kolinsky is a CFP, ChFC-designated registered investment advisor at Moneco Advisors, based in Harrison, NY, with 9 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,812 clients with $2.3B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiated individually based on portfolio size, complexity, and services required.
Fee Estimator
Location
440 Mamaroneck Ave, Suite 403, Harrison, NY, 10528
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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 ActivitiesSells Insurance
Keith is a sole proprietor operating under the name Keith J Kolinsky since 1985. He dedicates minimal time to his business and on rare occasions, recommends life, health, disability, or fixed annuity insurance policies.
Employment History
Current Registrations
Moneco Advisors
Previous Registrations
Complete Financial Planning,inc.
State Registrations3 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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