Keegan Michael Erva
Investment Adviser Representative at Unify Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keegan Michael Erva is an investment adviser representative with Unify Financial Advisors in Clearwater, FL, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Severin Investments LLC and Florida Financial Advisors, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Florida Financial AdvisorsJun 2023 – Oct 2023Tampa, FL
- Superior National Bank and TrustJun 2019 – May 2023Hancock, MI
- Traverse EngineeringAug 2019 – Mar 2020Hancock, MI
- Snyder's PharmacyApr 2017 – Apr 2019Negaunee, MI
- Negaunee High SchoolSep 2015 – May 2019Negaunee, MI
- Severin InvestmentsJan 2024 – Apr 2025St. Louis, MO
- UnemployedOct 2023 – Jan 2024Tamp, FL
- Unify Financial AdvisorsApr 2025 – no end date reportedClearwater, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Unify Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Custom investment management, financial planning, charitable giving strategies (including tax-efficient gifting of IRA distributions, foundations, and donor-advised funds), and business retirement consulting.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Clearwater, FL
- SEC file number:
- 801-130951
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 16, 2026
View full firm profileOther advisors at Unify Financial Advisors
1 other advisor in the directory
View Unify Financial Advisors firm profileSimilar advisors in Clearwater, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keegan Michael Erva has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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