Keith Karlawish
CRD Number: 1981565Current Firm: Curi Rmb Capital, LLC
Compensation Model: Fee Only
Keith Karlawish (CRD# 1981565) is an Investment Advisor Representative working at Park Ridge Asset Management in Raleigh, NC and has over 20 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Curi Rmb Capital LLC | Raleigh, NC | Jan 2024 - Current | < 1 |
| Curi Capital | Raleigh, NC | Sep 2022 - Jan 2024 | 1 |
| Park Ridge Asset Management | Raleigh, NC | Dec 2008 - Sep 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
- NC
- SC
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Total Assets Under Management8,484MILLIONS
-
Total Number of Accounts15,723ACCOUNTS
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Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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