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LN

Lilia Nia

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CRD#: 6018019
LN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lilia Nia, who also goes by Lilia Niyazova, was a registered financial professional .

Lilia is a previously registered financial professional and started their career in finance in 2012. Lilia had worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lilia Niyazova

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 22, 2022 - December 19, 2024

KEY CLIENT FIDUCIARY ADVISORS, LLC

RIA
CRD#: 298240
Fairfield, NJ
Past

December 8, 2020 - December 9, 2022

SEACREST WEALTH MANAGEMENT, LLC

RIA
CRD#: 147092
FAIRFIELD, NJ
Past

September 3, 2013 - February 26, 2021

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
FAIRFIELD, NJ
Past

October 8, 2012 - September 16, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
FAIRFIELD, NJ
Past

April 24, 2012 - September 16, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
FAIRFIELD, NJ

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".
KC
KEY CLIENT FIDUCIARY ADVISORS, LLC
CJE FINANCIAL | TRIBUTARY WEALTH MANAGEMENT | KEY CLIENT FIDUCIARY ADVISORS, LLC | FOREMOST ADVISORS WEALTH MANAGEMENT

CRD#: 298240 / SEC#: 801-114010

RIA
Registered Investment Advisory firm - (9/21/2018 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/8/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KC
KEY CLIENT FIDUCIARY ADVISORS, LLC
CJE FINANCIAL | TRIBUTARY WEALTH MANAGEMENT | KEY CLIENT FIDUCIARY ADVISORS, LLC | FOREMOST ADVISORS WEALTH MANAGEMENT

CRD#: 298240 / SEC#: 801-114010

RIA
Registered Investment Advisory firm - (9/21/2018 Approved)
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Contact information


Main Address
363 Route 46 West Suite 300, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 244-4142
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts874
AUM (Assets Under Management)$ 781,985,835

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.

Company Information


KEY CLIENT FIDUCIARY ADVISORS, LLC

CRD#: 298240

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Contact information


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