KEYSTATE ADVISORY, LLC

KEYSTATE ADVISORY, LLC of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 156226). Regulatory assets under management: $16.6B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Pooled vehicles.

Officers, owners & control persons (14)

NameRoleLocation
Joshua Cael MillerCHIEF COMPLIANCE OFFICER & CEO; TRUSTEE—
Larry Merrell WoodEXECUTIVE VICE PRESIDENT—
Monte Lynn MillerEXECUTIVE CHAIRMAN; TRUSTEE—
Ivan Shawn FarrisSENIOR VICE PRESIDENT—
Nicholas Ryan MillerTRUSTEE—
MILLER JOSHUA CAELCHIEF COMPLIANCE OFFICER & CEO; CHIEF COMPLIANCE OFFICER & PRESIDENT; TRUSTEE—
WOOD LARRY MERRELLEXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT—
MILLER MONTE LYNNCEO; EXECUTIVE CHAIRMAN; SOLE TRUSTEE (+1 more)—
MILLER NICHOLAS RYANTRUSTEE—
UELMEN WILLIAMEXECUTIVE VICE PRESIDENT—
FARRIS IVAN SHAWNSENIOR VICE PRESIDENT; VICE PRESIDENT—
DESLER LISA JONESVICE PRESIDENT—
Gayle EspinosaCHIEF FINANCIAL OFFICER—
Brian James AmendCHIEF OPERATING OFFICER—

Branch offices (2)

CityStateEmployeesPhone
WILMINGTONDE13024255158
WILMINGTONDE13024255158

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