Stuart Mark Schrenzel
Investment adviser representative at Key Client Fiduciary Advisors, LLC
16 yearsExperience
3 statesRegistered in
$896.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Key Client Fiduciary Advisors, LLCOct 2018 to now
- Realta Equities, Inc.Oct 2018 to Apr 2024
- Wells Fargo Advisors Financial Network, LLCNov 2016 to Oct 2018
- David Lerner Associates, Inc.Nov 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Key Client Fiduciary Advisors, LLC
$896.3MAssets managed
2,272Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5866071
- Firm CRD
- 298240