Keith Udine Saunders
Investment adviser representative at Winthrop Partners - Epa, LLC
10 yearsExperience
1 stateRegistered in
$82.2MFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Winthrop Partners - Epa, LLCFeb 2023 to now
- Liberty Mutual InsuranceOct 2020 to now
- Insight GlobalMay 2018 to Oct 2020
- Unemployed - StudentOct 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Winthrop Partners - Epa, LLC
$82.2MAssets managed
174Clients
2Advisers
10 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
- 7699129
- Firm CRD
- 282098