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Yehia-hubbard S. Ross

Some features on this profile are disabled
CRD#: 6891978
YR

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.

Yehia-hubbard Sherif Ross was a registered financial professional .

Yehia-hubbard is a previously registered financial professional and started their career in finance in 2018. Yehia-hubbard had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
- Melos io; non investment related, 86 Chambers Street, NY,NY,10007, Live Music Events, CFO, 04/16 start date, 15hrs a month, oversight of the financial workings of the business - TBCC Group; non-investment related, 303 5th Avenue, NY,NY,10016, Commodities, Business development, started 10/13, 5hrs a month, developing networks for the group - Fortuna Real Estate Services LLC; non investment related, 10208 Ascan Avenue, NY,NY,11375, Real estate advisory work, started 10/15, 10hrs a month, deal sourcing and evaluation - Carlton Properties GP; Investment related, 142 Vecchio Lane, Morgantown, WV, 26508, property fund, GP, 12/15 started, GP, 5hrs a month, oversight of the fund.

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

January 14, 2024 - February 6, 2024

KEY WEALTH ADVISORS LLC

RIA
CRD#: 317106
NEW YORK, NY
Past

February 28, 2022 - December 31, 2023

KEY WEALTH ADVISORS LLC

RIA
CRD#: 317106
NEW YORK, NY
Past

April 3, 2018 - July 23, 2018

THE KARIM GROUP LLC

RIA
CRD#: 290092
Forest Hills, NY

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: 2/28/2022
Uniform Investment Adviser Law Examination

Current Firm

KW
KEY WEALTH ADVISORS LLC
KEY WEALTH ADVISORS LLC

CRD#: 317106 / SEC#: 801-122646

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Contact information

Main Address
199 Water Street 8th Floor, New York, NY 10038
Mailing Address
Phone number
(256) 715-9611
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
ConnecticutERA - Withdrawn3/21/2025

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 WEALTH ADVISORS LLC

CRD#: 317106

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