KE
Keith L. Eliou
KEITH L. ELIOU, CFP
PITTSBURGH, PA 15220
Some features on this profile are disabled
CRD#: 7114840
KE
Professional summary
Keith L Eliou is a registered financial advisor currently at KEITH L. ELIOU, CFP located in Pittsburgh, Pennsylvania.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Keith has worked at 1 firm and has passed the SIE exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Keith L Eliou'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
June 5, 2024 - Present
KEITH L. ELIOU, CFP
Office #1: 950 Greentree Road, Suite 202b, Pittsburgh, PA 15220RIA
CRD#: 301734
PITTSBURGH, PA
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(6/5/2024)
Current Firm
KL
KEITH L. ELIOU, CFP
ELIOU, KEITH L | KEITH L. ELIOU, CFP
CRD#: 301734 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (7/9/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
950 Greentree Road, Suite 202b, Pittsburgh, PA 15220
Mailing Address
Phone number
(412) 921-7100
Established
Firm type
Fiscal year end
# of Employees
1
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.
