Advisor at Keystone Private Wealth
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
Keystone Private Wealth
Location
Panama City Beach, FL
Credentials
Series 66
Industry experience
25 years
Shattuck Lamm is a financial advisor with Keystone Private Wealth, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advising, he owns an exotic car rental business and is involved with a software company that supports homeowners associations in California. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.
Based on Keystone Private Wealth
Based on Keystone Private Wealth
Fixed fees for financial planning and consulting services range from $500 to $10,000.
up to 2.00% annually (investment advisory fees)
Advisory Persons may receive commissions from securities and insurance sales separate and in addition to advisory fees.
Up to $350 per hour for financial planning and consulting services.
Recurring fees for financial planning and consulting services that automatically renew yearly, ranging from $500 to $10,000.
Fee-only: Financial planning and consulting services offered at hourly, fixed, or recurring fee basis; hourly up to $350/hour; fixed and recurring fees range from $500 to $10,000.
Panama City Beach, FL
California · Florida · Texas
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
KEYSTONE WEALTH SERVICES, LLC DBA Keystone Private Wealth
2019 - Present (7 years)
Cypress Wealth Services, LLC
2014 - 2021 (7 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2014 - 2021 (7 years)
Integrated Wealth Management, Inc.
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 66
Panama City Beach, FL
Graham Wealth Management LLC
CFP®, Series 63
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G&F Financial Services
ChFC®, Series 63, Series 65
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22 Seven Wealth Management Inc
Series 65
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CPA Group Investment Management, LLC
Series 65
Panama City Beach, FL
Allstreet Wealth
CFA®, Series 63, Series 65
Panama City Beach, FL
Tradition Investment Management, LLC
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