Keith S. Greenberg
Investment Adviser Representative at Raymond James & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keith S. Greenberg is an investment adviser representative with Raymond James & Associates, Inc. in Fort Mill, SC, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 5 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
- Broker:
1 state or territory
South Carolina
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.
- Blackrock Investments, Inc.Sep 2005 – Mar 2019New York, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 – May 2022Indian Land, SC
- Bank of America, N.A.Jul 2019 – May 2022Indian Land, SC
- UnemployedApr 2019 – Jun 2019Frot Mill, SC
- J.p. Morgan Securities LLCMay 2022 – Jul 2024Charlotte, NC
- J.p. Morgan Chase BANK, N.A.May 2022 – Jul 2024Charlotte, NC
- Discoveries Soccer Club/Charlotte Independence Soccer ClubAug 2021 – no end date reportedFort Mill, SC
- Next Step ClubhouseJul 2019 – Mar 2022Fort Mill, SC
- Raymond James & Associates, Inc.Aug 2024 – no end date reportedFort Mill, SC
- Charlotte Soccer AcademyAug 2026 – no end date reportedPineville, NC
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5,717
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-10418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Raymond James & Associates, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith S. Greenberg 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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