Key Client Fiduciary Advisors, LLC

Steven Maide is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and has prior experience with Coastal Equities, Inc. and Wells Fargo Advisors. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm focuses on fundamental analysis and customizes portfolios to clients’ goals, combining in-house management with independent managers, and providing financial planning and retirement-plan consulting services.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.

Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC in Fairfield, NJ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm uses fundamental analysis and customized portfolio strategies, combining in-house management with independent managers, and offers retirement-plan consulting and financial planning reports.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Realta Equities, Inc., Wells Fargo Advisors Financial Network, LLC, and David Lerner Associates, Inc. Outside of his advisory role, he holds a New Jersey real estate license and serves as an executor for his father's estate. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, developing client-specific investment policies and conducting ongoing portfolio monitoring.

Joel Orris is a financial advisor with Key Client Fiduciary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including Wachovia Securities Financial Network, Raymond James Financial, and RBC Capital Markets. Orris is also involved in insurance sales through Coastal Insurance Consulting, LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment management. The firm’s approach combines fundamental analysis with tailored portfolios, ongoing monitoring, and a mix of in-house and independent managers.

Alexander Orlando is a financial advisor with Key Client Fiduciary Advisors, LLC and holds the CFP® and Series 66 designations. He has 13 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Orlando is also involved with Realta Investments Advisors, Inc. and operates a separate wealth management business under Tributary Wealth Management. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm manages approximately $896 million in discretionary assets for over 2,100 clients and employs a team of 10 advisors, emphasizing fundamental analysis and customized portfolio management.

Robert Mehlin is a financial advisor at Key Client Fiduciary Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastal Investment Advisors, Coastal Equities, and Wells Fargo Advisors Financial Network. Mehlin is the sole member of Ryan Gregory Securities, LLC, where he performs payroll and bill paying duties without compensation. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to construct and monitor portfolios.

Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct client-specific portfolios with ongoing monitoring and quarterly reviews.

Reese Little is a financial advisor at Key Client Fiduciary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct portfolios tailored to each client’s objectives and risk tolerance.