KA
Kean L. Amaral
UNITED SUCCESS WEALTH MANAGEMENT
SHORT HILLS, NJ 07078
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CRD#: 5018949
KA
Professional summary
Kean L. Amaral, who also goes by Kean Amaral, is a registered financial advisor currently at UNITED SUCCESS WEALTH MANAGEMENT located in Short Hills, New Jersey.
Kean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kean has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kean Amaral
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.
1) United Success LLC is a Registered Investment Advisor since November 2023, with the same address as branch, investment management and financial planning, 100 hours per month during trading hours. 2) Fixed insurance sales, investment related, same address as branch, sales of fixed insurance products, including life insurance, fixed annuities, and long-term care products, 5 hours per month during trading hours. 3) United Success Business Advisory, LLC, investment related, same address as branch, Business consulting, outsourced accounting services including business advisory, business consulting, tax planning, tax preparation, tax filing, bookkeeping, and payroll services. start date 2/2023, Partner, 5 hours per month during trading hours. 4) Commercial Real Estate Venture Partners LLC, investment related, 23 Spring Hill Dr, West Orange, NJ 07052, Real estate investing, start date 05/2023, managing partner, 20 hours per month, 5 hours per month during trading hours. 5)Registered Representative for Cabin Securities, not affiliated with United Success, offering alternative securities through Cabin Securities and such activities are supervised by Cabin Securities, FINRA member firm. 6) 203 Bean LLC; Managing Member; Investment related: No; 23 Spring Hill Dr West Orange NJ 07052; : Owner Operator of AirBnB Property; Booking, administration, property maintenance; Start date: 2024-05-08; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 1. 7) Moxie Media Group; Owner; Investment related: No; 23 Spring Hill Dr West Orange NJ 07052; Marketing and Sales Services to Small Business Owners; Provides marketing services to business owners; Start date: 2024-11-22; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Kean L. Amaral's 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®
NoneExperience
Current
November 2, 2023 - Present
UNITED SUCCESS WEALTH MANAGEMENT
Office #1: 830 Morris Tpke 4th Floor, Short Hills, NJ 07078RIA
CRD#: 327031
SHORT HILLS, NJ
Past
April 11, 2024 - December 23, 2024
CABIN SECURITIES, INC.
BD
CRD#: 137608
OVERLAND PARK, KS
Past
February 18, 2022 - January 3, 2024
FORTIS CAPITAL ADVISORS, LLC
RIA
CRD#: 309709
Astoria, NY
Past
June 1, 2015 - February 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
June 1, 2015 - February 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
October 1, 2012 - May 29, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NEW YORK, NY
Past
October 1, 2012 - May 29, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
October 29, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NEW YORK, NY
Past
August 28, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NEW YORK, NY
Past
April 19, 2007 - January 31, 2008
UBS SECURITIES LLC
BD
CRD#: 7654
NEW YORK, NY
Past
October 4, 2005 - March 20, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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
California(11/2/2023)
IAR
New Jersey(11/2/2023)
IAR
New York(11/16/2023)
IAR
Texas(12/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
US
UNITED SUCCESS WEALTH MANAGEMENT
UNITED SUCCESS LLC | UNITED SUCCESS WEALTH MANAGEMENT
CRD#: 327031 / SEC#:
California
Registered Investment Advisory firm - (11/2/2023 Approved)New Jersey
Registered Investment Advisory firm - (10/20/2023 Approved)New York
Registered Investment Advisory firm - (11/16/2023 Approved)Texas
Registered Investment Advisory firm - (12/6/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
830 Morris Tpke 4th Floor, Short Hills, NJ, 07078
Mailing Address
Phone number
(917) 432-9722
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 118 |
| AUM (Assets Under Management) | $ 51,770,091 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
