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Keith Robert Dorney

CRD# 7932730·Registered 2024 - 2025
Previously Registered: Being a previously registered professional could mean that Keith 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.

Professional Summary

Keith Robert Dorney was a registered financial advisor. Keith was a previously registered financial professional and started their career in finance 2024 - 2025. Keith had worked at 1 firm.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

KEITH ROBERT DORNEY·CRD# 331299
RIA
Sebastopol, CA
July 18, 2024 - December 2, 2025

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Current Firm

KR
KEITH ROBERT DORNEY

DORNEY, KEITH | KEITH ROBERT DORNEY | DORNEY, KEITH, ROBERT

CRD#: 331299

Contact Information

Main Address

Sebastopol, CA

Phone Number

(707) 591-5740

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I write, publish, and market audiobooks, e-books, and paperbacks under my name Keith Robert Dorney. I write about financial planning and other non-fiction topics and market the books through Amazon and other retailers. The business is not investment-related. The mailing address is 321 S Main St, Sebastopol, CA 95472. I am the sole employee and operate as a sole proprietor. I maintain a website (https://keithdorney.com) and write a monthly newsletter (Best Money Newsletter) to promote my books from 11/2021 to the present. I devote approximately 80 hours per month to this business, most of which is spent writing new content in the evening and early morning hours.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary)

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

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