Keith Joseph Lerner appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Keith Joseph Lerner appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-16 | Form ADV | GFO ADVISORY SERVICES, LLC | CHIEF INVESTMENT OFFICER | GREENWICH, CT |
| 2025-12-01 | Form ADV | TRUIST ADVISORY SERVICES, INC. | CHIEF INVESTMENT OFFICER | ATLANTA, GA |