KT
Keyana A. Touchette
WISS PRIVATE CLIENT ADVISORS
Florham Park, NJ 07932
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CRD#: 8014412
KT
Professional summary
Keyana Adelina Touchette is a registered financial advisor currently at WISS PRIVATE CLIENT ADVISORS, LLC located in Florham Park, New Jersey.
Keyana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Keyana has worked at 1 firm .
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 Keyana Adelina Touchette'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
December 11, 2024 - Present
WISS PRIVATE CLIENT ADVISORS, LLC
Office #1: 100 Campus Drive W Suite 400, Florham Park, NJ 07932RIA
CRD#: 286319
Florham Park, 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".
WP
WISS PRIVATE CLIENT ADVISORS, LLC
WISS FAMILY OFFICE | WISS WEALTH MANAGEMENT LLC | WISS WEALTH ADVISORS, LLC | WISS PRIVATE CLIENT ADVISORS, LLC
CRD#: 286319 / SEC#: 801-117284
RIA
Registered Investment Advisory firm - (8/30/2019 Approved)New Jersey
Registered Investment Advisory firm - (10/31/2019 Terminated)New York
Registered Investment Advisory firm - (10/28/2019 Terminated)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
New Jersey(12/11/2024)
Exams
Current Firm
WP
WISS PRIVATE CLIENT ADVISORS, LLC
WISS FAMILY OFFICE | WISS WEALTH MANAGEMENT LLC | WISS WEALTH ADVISORS, LLC | WISS PRIVATE CLIENT ADVISORS, LLC
CRD#: 286319 / SEC#: 801-117284
RIA
Registered Investment Advisory firm - (8/30/2019 Approved)New Jersey
Registered Investment Advisory firm - (10/31/2019 Terminated)New York
Registered Investment Advisory firm - (10/28/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Campus Drive W Suite 400, Florham Park, NJ 07932
Mailing Address
Phone number
(973) 577-2872
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 545 |
| AUM (Assets Under Management) | $ 809,666,561 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 01/27/2024 | ||
| 12/19/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
