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RK

Russell A. Kelley

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CRD#: 1108900
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Alan Kelley was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 1983. Russell had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 5, 2009 - August 2, 2012

ROYAL INVESTMENT ADVISORS, LLC

RIA
CRD#: 150610
ROLLING MEADOWS, IL
Past

May 14, 2009 - July 28, 2010

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
ROLLING MEADOWS, IL
Past

May 13, 2009 - December 31, 2009

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
ROLLING MEADOWS, IL
Past

January 1, 2008 - May 15, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

July 6, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
CHICAGO, IL
Past

February 3, 2005 - January 13, 2006

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
LAKE FOREST, IL
Past

December 18, 1998 - January 13, 2006

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

October 21, 1998 - November 17, 1998

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

December 9, 1994 - April 3, 1998

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

August 26, 1993 - December 9, 1994

MERCER ALLIED CORPORATION

BD
CRD#: 7829
ALBANY, NY
Past

March 25, 1983 - February 7, 1984

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/3/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RI
ROYAL INVESTMENT ADVISORS, LLC
ROYAL INVESTMENT ADVISORS, LLC

CRD#: 150610 / SEC#:

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Contact information


Main Address
3701 Algonquin Road Suite 350, Rolling Meadows, IL 60008-3117
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


ROYAL INVESTMENT ADVISORS, LLC

CRD#: 150610

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