A complete list of active advisors currently associated with MarketStrats, LLC

Warmer can help you find a great advisor at MarketStrats, LLC or one who fits your needs even better.

MarketStrats serves individuals, high-net-worth clients, and corporations, offering discretionary investment management alongside ongoing and project-based financial planning. The firm also provides business-focused services such as business consulting, employee benefits advice, and options for negotiated fixed monthly or quarterly arrangements for corporate or business-owner engagements. The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, using quantitative and technical analysis and model allocations tailored to client restrictions and risk tolerance. Investment decisions are made by the firm’s principal; artificial intelligence tools are used to support research and drafting but are explicitly limited to inputs that are independently verified, and margin or short-selling strategies are available only when requested and understood by the client. What is distinctive about MarketStrats relative to many independent peers is its explicit servicing of corporate/business clients and the availability of bespoke fee arrangements for those organizations, an uncommon client mix among firms of this type. The brochure also discloses formal policies around AI use (including recording and transcribing client meetings with consent), a succession agreement with a named successor firm to ensure continuity, and that the firm manages client assets directly (it does not delegate to third‑party sub‑advisers).

To learn more about the advisors currently working at MarketStrats, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Keith Finkelstein	Cape Coral, FL	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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