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Rodman Dehart Young

Investment Adviser Representative at Keyvantage Wealth Advisors

Bethlehem, PACRD #4463184Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rodman Dehart Young is an investment adviser representative with Keyvantage Wealth Advisors in Bethlehem, PA, where they have been registered since 2024. They have worked in the securities industry since 1998 and have been registered with 4 firms, including Valley National Advisers Inc and Andesa Investment Solutions, Inc. They are registered to provide investment advice in Pennsylvania and Texas.

Office

95 Highland Avenue, Suite 310
Bethlehem, PA 18017

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania, Texas

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.

Keyvantage Wealth AdvisorsCurrent
8/5/2024 – Bethlehem, PA
Valley National Advisers Inc
10/21/2008 – 8/6/2024Bethlehem, PA
Andesa Investment Solutions, Inc.
10/1/2004 – 10/24/2008Allentown, PA
Andesa Strategies, Inc.
1/21/1998 – 10/24/2008Allentown, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Valley National Group, Inc.
    Oct 2008 – Aug 2024Bethlehem, PA
  2. KeyVantage Wealth Advisors
    Aug 2024 – no end date reportedBethlehem, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Keyvantage Wealth 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
  • 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

Financial planning, investment management, tax planning (offered by KeyVantage Services, LLC), and integration of personal executive compensation plans. The firm also conducts annual review meetings, check-in meetings, and year-end planning sessions.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Financial PlanningInvestment ManagementTax PlanningExecutive CompensationRetirement PlanningEstate StrategiesSocial SecurityStock-based CompensationWealth Management

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Bethlehem, PA
SEC file number:
801-130771

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 23, 2026

View full firm profile

Other advisors at Keyvantage Wealth Advisors

3 other advisors in the directory

View Keyvantage Wealth Advisors firm profile

Similar advisors in Bethlehem, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rodman Dehart Young 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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