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SENIOR FINANCIAL AND REALTY ASSOC.
MADERER, KEITH DANIEL
CRD 126404 · SEC 801-120896
NY, United States
Phone
716-662-4470
Fax
716-662-4470
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.7M
Discretionary AUM
$40.7M
Team
2 total employees; 2 advisory reps; 87 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $37.8M |
| Pension/profit sharing plans | 4 | $2.9M |
States served
NY
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/SENIORFINANCIAL/
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCCPLHHGYHZKZF8TUTMPKTNW
- HTTP://WWW.SFTAWEB.COM
- HTTPS://WWW.FACEBOOK.COM/SENIORFINANCIALTAXASSOCIATES/
- HTTPS://TWITTER.COM/SFTA_WEB
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SENIOR-FINANCIAL-&-TAX-ASSOCIATES
- HTTPS://WWW.FINDFINANCIALCLARITY.COM
Official SEC filing: View on IAPD