David Oceguera is a CFA-designated registered investment advisor at Keystate Advisory, LLC, based in Las Vegas, NV, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KeyState Advisory's fees are negotiated with each client and are not based on a set schedule. The firm charges fixed quarterly fees, which are expected to range from $2,500 to $200,000 per quarter. Some clients' fees are based on a percentage of the market value of their portfolio.
Location
3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV, 89169
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of Delta Retail Trade, a wholesale electronics business, since July 2021. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Keystate Advisory, LLC
State Registrations1 state
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