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Brian Keller

5 Years of Experience
Parsippany, NJ
Broker

Brian Keller is a registered investment advisor, based in Parsippany, NJ, with 5 years of industry experience.

Location

4 Campus Drive, Parsippany, NJ, 07054

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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

Brian works full-time as an Associate Wealth Advisor at Summit Financial, LLC, supporting David Weinerman's book of business. He also has minority ownership in R.B.S. Harrison, LLC, a rental property management company, but has no involvement in its operations and dedicates no time to it.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2023 - Present · 3 yrs 4 mos
Summit Financial, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2020 - May 2021 · 7 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Keller - Financial Advisor | TrueAdvisor