Keegan Michael Erva
Investment adviser representative at Unify Financial Advisors
11 yearsExperience
1 stateRegistered in
$155.8MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Unify Financial AdvisorsApr 2025 to now
- Severin InvestmentsJan 2024 to Apr 2025
- UnemployedOct 2023 to Jan 2024
- Florida Financial AdvisorsJun 2023 to Oct 2023
- Traverse EngineeringAug 2019 to Mar 2020
- Superior National Bank and TrustJun 2019 to May 2023
- Snyder's PharmacyApr 2017 to Apr 2019
- Negaunee High SchoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Unify Financial Advisors
Legal name: Unify Financial LLC
$155.8MAssets managed
196Clients
2Advisers
2 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
- 7771413
- Firm CRD
- 324120