Christaphor Thomasian
Investment adviser representative at Key Client Fiduciary Advisors, LLC
12 yearsExperience
2 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
12 years in the industry.
- Key Client Fiduciary Advisors, LLCJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- Merrill LynchDec 2021 to Jan 2022
- LPL FinancialMay 2021 to Aug 2021
- Harry WinstonMay 2019 to Aug 2019
- Bentley UniversityAug 2018 to May 2022
- Don's SunocoJun 2017 to Aug 2018
- Saint Joseph Regional High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7401080
- Firm CRD
- 298240