Keith L. Beverly

RE-ENVISION WEALTH

New York, NY 10022

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CRD#: 4226406

Professional summary

Keith Leon Beverly, CFP® is a registered financial advisor currently at RE-ENVISION WEALTH located in New York, New York.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Keith has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KEITH BEVERLY, INSURANCE, INVESTMENT RELATED, AGENT, OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, TRADITIONAL LIFE INSURANCE. STARTED ON 10/2014 WORKING 20 HPM 15 DURING TRADING HOURS. KEITH BEVERLY, MANAGING MEMBER - DEMOCRATIZING CAPITAL LLC, INVESTMENT RELATED, STARTED ON 02/2024 WORKING 10 TO 20 HPM 5 TO 10 DURING TRADING HOURS. KEITH BEVERLY, MANAGING MEMBER - RE-ENVISION CAPITAL LLC, INVESTMENT RELATED, STARTED ON 02/2024 WORKING 10 TO 20 HPM 5 TO 10 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Leon Beverly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

November 29, 2018 - Present

RE-ENVISION WEALTH

Office #1: 590 Madison Avenue 28th Floor, New York, NY 10022

RIA

CRD#: 299357

New York, NY

Past

February 5, 2019 - March 13, 2019

MOMENTUM ADVISORS

RIA

CRD#: 159574

NEW YORK, NY

Past

January 19, 2017 - December 31, 2018

MOMENTUM ADVISORS

RIA

CRD#: 159574

New York, NY

Past

March 2, 2016 - December 31, 2016

MOMENTUM ADVISORS

RIA

CRD#: 159574

New York, NY

Past

January 8, 2015 - March 3, 2016

OSAIC FA, INC.

RIA

CRD#: 3978

ROCKVILLE, MD

Past

December 17, 2014 - March 3, 2016

CRD#: 15840

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(11/29/2018)

IAR

Maryland
(4/19/2022)

IAR

New York
(4/19/2022)

IAR

North Carolina
(12/2/2022)

IAR

Texas
(4/18/2022)

IAR

Virginia
(4/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/19/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2014

General Securities Representative Examination

Current Firm

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

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Contact information

Main Address

590 Madison Avenue, Ibm Building 21st Floor, New York, NY 10022

Mailing Address

Phone number

(301) 233-7903

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 117,416,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Keith L. Beverly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Leon Beverly's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENTUM ADVISORS

MOMENTUM ADVISORS

MOMENTUM ADVISORS

OSAIC FA, INC.

OSAIC FA, INC.

NEW PARADIGM ADVISORY GROUP

NEW PARADIGM ADVISORY GROUP

NEW PARADIGM ADVISORY GROUP

FAI WEALTH MANAGEMENT

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

RE-ENVISION WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 3/19/2015

Series 66

Date: 3/9/2004

SIE

Date: 3/3/2016

Series 7

Date: 12/17/2014

Current Firm

RE-ENVISION WEALTH

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RE-ENVISION WEALTH

TRUST BUT VERIFY

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