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Robert Mehlin

Key Client Fiduciary Advisors, LLC
44 Years of Experience
Fairfield, NJ
6 Disclosures
View SEC Summary
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Robert Mehlin is a registered investment advisor at Key Client Fiduciary Advisors, LLC, based in Fairfield, NJ, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,272 clients with $900M in assets under management.

Key Client Fiduciary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$395K average
Assets Under Management
$896.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee varies up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

363 Route 46 West, Suite 300, Fairfield, NJ, 07004

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2022
Regulatory
August 2022
Final
Employment Separation After Allegations
February 2019
Customer Dispute
January 2012
Settled
Customer Dispute
February 2009
Denied
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is the sole member of Ryan Gregory Securities, LLC, where he handles payroll and bill paying. He dedicates minimal time to this activity and receives no compensation.

Employment History
Current Registrations
Key Client Fiduciary Advisors, LLC
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Coastal Investment Advisors
February 2019 - August 2022 · 3 yrs 6 mos
Coastal Equities, INC.Broker
February 2019 - August 2022 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2015 - February 2019 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
July 2015 - February 2019 · 3 yrs 7 mos
Morgan Stanley
June 2009 - July 2015 · 6 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2015 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
December 2005 - June 2009 · 3 yrs 6 mos
Citigroup Global Markets INC.
December 2005 - June 2009 · 3 yrs 6 mos
RBC Dain Rauscher INC.
June 2002 - December 2005 · 3 yrs 6 mos
RBC Dain Rauscher INC.Broker
March 2002 - December 2005 · 3 yrs 9 mos
Tucker Anthony IncorporatedBroker
September 1999 - March 2002 · 2 yrs 6 mos
Gibraltar Securities CO.Broker
February 1982 - September 1999 · 17 yrs 7 mos
Dolan & Pitcher, INC.Broker
September 1981 - November 1981 · 2 mos
State Registrations2 states
NJTX
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.
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