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Isaac Keil

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Other Names: Yitzi Keil
Type: SEC and FINRA Registered

Isaac Keil is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated, a broker-dealer with over 32,000 registered representatives nationwide. Isaac has held an industry securities registration for 5 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2 years, 1 month Aug 2013 - Present
Bank of America, N.A. 2 years, 1 month Aug 2013 - Present
P.J. Robb Variable Corporation 3 months May 2013 - Aug 2013
Peilim Portfolio Management 10 months Jul 2012 - May 2013
Axa Advisors 4 years, 1 month May 2007 - Jun 2011
Stern High School 1 year, 6 months Nov 2005 - May 2007
Olde City Financial 5 months Nov 2005 - Apr 2006
Bryn Mortgage 6 months May 2005 - Nov 2005
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 07/11/2007
General Securities Representative ExaminationSeries 7 06/19/2007

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Isaac Keil has not answered any questions on Financial Q&A.

Top Articles

Isaac Keil has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
State or Municipal Government Entities
Corporations or Other Businesses
Other Pooled Investment Vehicles
Charitable Organizations
Pension and Profit Sharing Plans
Banking or Thrift Institutions
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions