Robert B. Venezia

STEELPEAK WEALTH

Henderson, NV

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CRD#: 1036322

Professional summary

Robert Bruce Venezia, AIF® is a registered financial advisor currently at STEELPEAK WEALTH, LLC located in Henderson, Nevada.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1-NAME AND ADDRESS OF THE BUSINESS: K.T. SAN ANTONIO COLLEGE, 1100 N. GRAND AVE, WALNUT, CA 91789 NATURE OF BUSINESS: EDUCATION TITLE OR POSITION: SVP A BRIEF DESCRIPTION OF YOUR DUTIES: TEACH FINANCIAL MANAGEMENT AMOUNT OF TIME DEVOTED TO THE BUSINESS: 6 HRS. IS THE TIME DEVOTED DURING SECURITIES TRADING HOURS: NO 2-NAME AND ADDRESS OF BUSINESS: KEY ASSET ADVISORS INC, 2505 ANTHEM VILLAGE DRIVE SUITE E116, HENDERSON, NV 89052; NATURE OF BUSINESS: INVESTMENT-RELATED; TITLE OR POSITION: PRESIDENT; START DATE: APRIL 1, 2008; AMOUNT OF TIME DEVOTED TO THE BUSINESS: APPROXIMATELY 80 HOURS PER MONTH; TIME DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS: APPROXIMATELY 80 HOURS PER MONTH; BRIEF DESCRIPTION OF DUTIES RELATING TO OTHER BUSINESS: INVESTMENT ADVISER FOR CLIENTS AND MANAGE FIRM OPERATIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bruce Venezia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 12, 2023 - Present

STEELPEAK WEALTH, LLC

RIA

CRD#: 165168

Henderson, NV

Past

June 17, 2008 - July 3, 2023

KEY ASSET ADVISORS

RIA

CRD#: 146603

HENDERSON, NV

Past

May 2, 2002 - May 8, 2002

THE SEIDLER COMPANIES INCORPORATED

CRD#: 3911

LOS ANGELES, CA

Past

March 25, 2002 - July 12, 2023

KEY INVESTMENT TEAM

RIA

CRD#: 120011

WESTLAKE VILLAGE, CA

Past

July 23, 1997 - April 22, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

August 6, 1996 - July 30, 1997

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 16, 1987 - August 21, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

January 2, 1985 - March 20, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

November 15, 1983 - January 9, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

Past

August 24, 1983 - November 22, 1983

THE SEIDLER COMPANIES INCORPORATED

CRD#: 3911

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/12/2023)

IAR

Nevada
(8/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/1/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/15/1990

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/27/1996

General Securities Principal Examination

Current Firm

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

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Contact information

Main Address

21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 835-8720

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	8,369
AUM (Assets Under Management)	$ 3,439,042,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert B. Venezia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bruce Venezia's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEY ASSET ADVISORS

THE SEIDLER COMPANIES INCORPORATED

KEY INVESTMENT TEAM

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

PRUDENTIAL EQUITY GROUP, LLC

DREXEL BURNHAM LAMBERT INCORPORATED

MORGAN STANLEY DW INC.

THE SEIDLER COMPANIES INCORPORATED

Primary Firm SEC Registration

STEELPEAK WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/1992

Series 63

Date: 2/1/1984

Series 3

Date: 2/15/1990

Series 7

Date: 8/20/1983

Series 24

Date: 11/27/1996

Current Firm

STEELPEAK WEALTH, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEELPEAK WEALTH, LLC

TRUST BUT VERIFY

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