Ryan Keller
Ryan Keller is a CFP-designated registered investment advisor at Chelsea Advisory Services, INC, based in Red Bank, NJ, with 17 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chelsea Advisory charges a percentage of your portfolio each year. The exact percentage is negotiated with each client, up to a maximum of 2%. Fees are paid quarterly. Some financial planning is included with investment management services. Chelsea Advisory recommends clients open brokerage accounts with their affiliate, Chelsea Financial, which has negotiated rates with Hilltop Securities. This arrangement means clients don't pay separately for advisory services, trade execution, or custody.
Location
2 Bridge Avenue, Suite 632, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (4)
Regulatory
October 2017Employment Separation After Allegations
May 2017Customer Dispute
July 2016Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Ryan is a partner of J Dark LLC, a family LLC, since 2009, dedicating a few hours per week. The LLC is used exclusively for non-securities insurance business.
Employment History
Current Registrations
Chelsea Advisory Services, INC
Previous Registrations
Chelsea Financial ServicesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.