Kimberly Key

from Cw Institutional, LLC
SEC regulated
Regulated Investment Advisor
Kimberly Key is a financial advisor based in Florida, Naples, with 23 years of experience. Kimberly currently works for Cw Institutional, LLC. Kimberly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kimberly Key works at Cw Institutional, LLC
Cw Institutional, LLC is a financial advisory firm based in Naples, Florida. It currently has approximately $40,837,899 of assets under management and employs about 11 people. Cw Institutional, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
9130 Galleria Court, 3rd Floor, Naples, Florida, 34109

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