RK
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Robert Keeler

21 Years of Experience
Oradell, NJ

Robert Keeler is a registered investment advisor at Redblack Advisers, INC., based in Oradell, NJ, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
14 clients
Average Client Portfolio
$8.9M average
Assets Under Management
$124.0M

Fee Structure

Investment management only (planning not offered)

RedBlack Advisers provides billing services for registered investment advisors using their platform. The fees for RedBlack Managed Services typically range from 0.04% to 0.75% per year, based on the assets managed and the model selected. These fees are generally charged monthly, in advance. The fees may also include an implementation fee for converting historical account data and a technology fee. Some firms may have a periodic minimum fee. Fees for models with strategists may be shared with those strategists.

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Location

700 Kinderkmack Rd., Ste. 200, Oradell, NJ, 07649

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is the CEO and managing member of Keeler Financial Services Holdings LLC, a holding company, since 2009. He dedicates a few hours per week to managing and running the business affairs, with minimal time during trading hours.

Employment History
Current Registrations
Redblack Advisers, INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
The Investment Advisor Alliance LLC
March 2005 - February 2022 · 16 yrs 11 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
Robert Keeler - Financial Advisor | TrueAdvisor