Christaphor Thomasian
Advisor at Key Client Fiduciary Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Key Client Fiduciary Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Key Client Fiduciary Advisors, LLC
Location
Fairfield, NJ 07004
Credentials
Series 65
Industry experience
3 years
Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC with a Series 65 credential and three years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, discretionary investment management, and retirement plan consulting, developing client-specific investment policies and using fundamental analysis to manage portfolios aligned with clients’ objectives and risk tolerance.
Based on Key Client Fiduciary Advisors, LLC
Based on Key Client Fiduciary Advisors, LLC
$0+: up to 2.00% annually $0+: up to 1.00% annually (retirement plan consulting)
Certain supervised persons offer securities brokerage and insurance products on a commission basis, separate from the firm
Fee-only: Fixed fees up to $5,000 for financial planning and consulting; fixed fees up to $25,000 for retirement plan consulting
363 Route 46 West, Suite 300
Fairfield, NJ 07004
New Jersey · Texas
Key Client Fiduciary Advisors, LLC
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Merrill Lynch
2021 - 2022 (1 year)
LPL Financial
2021 - 2021 (1 year)
Harry Winston
2019 - 2019 (1 year)
Bentley University
2018 - 2022 (4 years)
Don's Sunoco
2017 - 2018 (1 year)
Saint Joseph Regional High School
2014 - 2018 (4 years)
New Jersey Youth Hockey League
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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