# Keith Traynor

> Keith Traynor is a fee-only financial advisor at Traynor Capital Management in Malvern, Pennsylvania, who holds the CFP credential. Traynor Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/keith-traynor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Traynor Capital Management
- **Based in:** Malvern, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.42B across 1,660 accounts
- **Credentials:** CFP
- **CRD:** 2152210 (https://adviserinfo.sec.gov/individual/summary/2152210)
- **SEC registration:** Investment adviser representative in LA, PA, TX
- **Exams passed:** Series 63 (1991), Series 65 (1995)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.traynorcapital.com

## Frequently asked questions

### Is Keith Traynor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Traynor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Keith charge for financial advice?

Keith's firm, Traynor Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Keith Traynor based?

Keith Traynor is based in Malvern, Pennsylvania.

### What credentials does Keith Traynor hold?

Keith Traynor holds the CFP credential.

### Is Keith Traynor registered with the SEC?

Yes. Keith Traynor is registered as an investment adviser representative in LA, PA and TX (CRD 2152210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Traynor Capital Management manage?

Traynor Capital Management reports $2.42B across 1,660 accounts in assets under management.

### How do I contact Keith Traynor?

Through Keith's website, www.traynorcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2152210): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.