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KEY CLIENT FIDUCIARY ADVISORS, LLC

FAIRFIELD, NJ · CRD 298240 · IAPD ↗ · keyclientfa.com · 973-244-4142

$896.3MRegulatory AUM
10Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
22States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — KEY CLIENT FIDUCIARY ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
May 2025 — KEY CLIENT FIDUCIARY ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — KEY CLIENT FIDUCIARY ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — KEY CLIENT FIDUCIARY ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — KEY CLIENT FIDUCIARY ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
28
May 2024 — KEY CLIENT FIDUCIARY ADVISORS, LLC changed its website from cjefinancial.com to keyclientfa.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.