Anatoly Khait
Anatoly Khait is a PFS-designated registered investment advisor at Prospera Financial Services, INC., based in New York, NY, with 23 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
1185 Ave of the Americas, 3rd Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anatoly is a CPA and president of Eco-Tax Inc., providing tax and accounting services, dedicating nearly full-time hours to this role. Anatoly is also an independent insurance agent, selling fixed insurance products and dedicating minimal time to this activity.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
World Investment Advisors, LLC
World Advisory Services
World Investments, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Investors Capital CORP.Broker
Joseph Stevens & Company, INC.Broker
Sands Brothers & CO., LTD.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.