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Athena Keller

21 Years of Experience
Beverly Hills, CA
Broker

Athena Keller is a registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9595 Wilshire Blvd, Suite 601, [Satellite], Beverly Hills, CA, 90212

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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

Athena has a 33% ownership stake in Tres Litoribus LLC, a gastro pub and billiards lounge, since November 2023. She spends a few hours per week on management activities.

Employment History
Current Registrations
Wells Fargo Advisors
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2008 - October 2019 · 11 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2005 - October 2019 · 14 yrs 9 mos
Brookstreet Securities CorporationBroker
July 2004 - October 2004 · 3 mos
State Registrations16 states
AZCACTDCFLGAIDNVNYOHOKORPATXWAWY
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.