RK
RK
Robert Kelly
15 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
Robert Kelly is a registered investment advisor at Cetera Investment Advisers LLC, based in West Palm Beach, FL, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
360 South Rosemary Avenue, Suite 1430, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2026Pending
Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2021 - Present · 5 yrs
Cetera Investment Services LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2016 - February 2018 · 1 yr 7 mos
Bgc Financial, L.P.Broker
May 2010 - October 2014 · 4 yrs 5 mos
Tullett Prebon Financial Services LLCBroker
June 2009 - May 2010 · 11 mos
Prebon Financial Products INC.Broker
October 2008 - January 2010 · 1 yr 3 mos
State Registrations8 states
ALFLGAMONCNYTNVA
AdvisorBrokerBoth
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.