Simone Sanvito

KEYVANTAGE WEALTH ADVISORS

Bethlehem, PA 18017

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CRD#: 7021310

Professional summary

Simone Sanvito is a registered financial advisor currently at KEYVANTAGE WEALTH ADVISORS located in Bethlehem, Pennsylvania.

Simone is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Simone has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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.

KeyVantage Services, LLC; not investment-related; 95 Highland Avenue, Suite 310, Bethlehem, PA 18017; tax preparation and services; Advisor; 8/5/24; 10 hours per month during trading hours; preparing tax returns.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simone Sanvito'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®

None

Experience

Current

August 5, 2024 - Present

KEYVANTAGE WEALTH ADVISORS

Office #1: 95 Highland Avenue Suite 310, Bethlehem, PA 18017

RIA

CRD#: 331996

Bethlehem, PA

Past

December 2, 2019 - August 6, 2024

VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715

BETHLEHEM, PA

Past

September 23, 2019 - August 6, 2024

VALLEY NATIONAL ADVISERS INC

RIA

CRD#: 110788

BETHLEHEM, PA

Past

November 26, 2018 - July 29, 2019

VALLEY NATIONAL ADVISERS INC

RIA

CRD#: 110788

BETHLEHEM, PA

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".

KEYVANTAGE WEALTH ADVISORS

KEYVANTAGE WEALTH ADVISORS | KEYVANTAGE WEALTH, LLC

CRD#: 331996 / SEC#: 801-130771

RIA

Registered Investment Advisory firm - (7/26/2024 Approved)

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

Pennsylvania
(8/5/2024)

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: 5/6/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/26/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/2/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/24/2019

Securities Industry Essentials Examination

Current Firm

KEYVANTAGE WEALTH ADVISORS

KEYVANTAGE WEALTH ADVISORS | KEYVANTAGE WEALTH, LLC

CRD#: 331996 / SEC#: 801-130771

RIA

Registered Investment Advisory firm - (7/26/2024 Approved)

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Contact information

Main Address

95 Highland Avenue Suite 310, Bethlehem, PA 18017

Mailing Address

Phone number

(484) 935-3003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEYVANTAGE WEALTH FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 301,699,661

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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Simone Sanvito

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simone Sanvito's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALLEY NATIONAL INVESTMENTS, INC.

VALLEY NATIONAL ADVISERS INC

VALLEY NATIONAL ADVISERS INC

Primary Firm SEC Registration

KEYVANTAGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/6/2019

Series 65

Date: 11/26/2018

Series 7TO

Date: 12/2/2019

SIE

Date: 6/24/2019

Current Firm

KEYVANTAGE WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEYVANTAGE WEALTH ADVISORS

TRUST BUT VERIFY

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