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Keyana Touchette

Advisor at Wiss Private Client Advisors, LLC

Updated today

Location

Florham Park, NJ 07932

Credentials

CFP®

Industry experience

1 year

About

Keyana Touchette is a CFP® professional with one year of experience at Wiss Private Client Advisors, LLC. Prior to joining the firm, she worked in various roles including positions in the food service industry and education. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, and investment consulting, utilizing a combination of fundamental and technical analysis across a range of investment vehicles.

Client services

Based on Wiss Private Client Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Wiss Private Client Advisors, LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $4,000,000: 1.10% $4,000,000.01 - $10,000,000: 0.90% $10,000,000.01 - $20,000,000: 0.85% Above $20,000,000+: 0.65%

Commissions

Certain supervised persons offer insurance products under separate commission-based arrangements.

Other

Account minimum: $1,000,000

Location

100 Campus Drive, W Suite 400

Florham Park, NJ 07932

Most active in

New Jersey

Work history

Wiss Private Client Advisors, LLC

2023 - Present (3 years)

Wiss Private Client Advisors, LLC

2022 - 2023 (1 year)

WISS Private Client Advisors, LLC

2021 - 2022 (1 year)

WISS Private Client Advisors, LLC

2021 - 2021 (1 year)

Town Bar and Kitchen

2020 - 2021 (1 year)

WISS Private Client Advisors, LLC

2020 - 2021 (1 year)

WISS Private Client Advisors, LLC

2020 - 2020 (1 year)

Mangiano Pizzeria

2019 - 2020 (1 year)

Fairleigh Dickinson University

2017 - 2022 (5 years)

End of Elm

2017 - 2019 (2 years)

Qdoba

2016 - 2017 (1 year)

Morris Knolls Highschool

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Series 63, Series 65

Madison, NJ

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Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

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General retirement planning Wealth management
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Abraham I

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Cedar Grove, NJ

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Wealth management Passive / index investing
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Springfield, NJ

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David Steiner is the principal and sole advisor at Purple Dog Investments LLC in Springfield, NJ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at Cetera Advisors LLC and Cetera Investment Advisers LLC and is also the owner of Zebulon Tax Advisory LLC, where he provides tax preparation services. In addition, Steiner serves as an adjunct professor at Union County College and holds licenses as a fixed insurance agent, offering life, health, disability, annuities, and long-term care insurance. Purple Dog Investments provides investment advisory and consulting services primarily to individual and high-net-worth clients, utilizing model portfolios on the Charles Schwab platform with a focus on mutual funds and exchange-traded funds. The firm employs discretionary management through predefined model allocations tailored to client objectives and risk tolerances and integrates financial and tax planning alongside investment management.

General tax planning Life insurance needs analysis Long-term care insurance Disability insurance
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