Robert William Keeler
Professional Summary
Robert William Keeler, who also goes by Robert William Keeler Jr, Robert Keeler Jr, Robert Keeler, is a registered financial advisor currently at REDBLACK ADVISERS, INC. located in Oradell, New Jersey. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 4 firms and has passed the Series 66, Series 7, Series 25, Series 28, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert William Keeler Jr, Robert Keeler Jr, Robert Keeler
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
INTELLIFLO ADVISERS, INC BY INVESCO | REDBLACK ADVISERS, INC. | JEMSTEP, INC. | INTELLIFLO ADVISERS, INC.
Contact Information
Main Address
700 Kinderkamack Rd Suite 200, Oradell, NJ 07649Phone Number
(800) 607-3340# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
3,159AUM (Assets Under Management)
$823,643,692Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
INTELLIFLO ADVISERS, INC BY INVESCO | REDBLACK ADVISERS, INC. | JEMSTEP, INC. | INTELLIFLO ADVISERS, INC.
State Registrations and Notice Filings
(11/30/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 25 — NYSE Trading Assistant Examination
Passed Jul 2001Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jan 2003About the Series 28 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2002About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2002About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert William Keeler's CRS (Customer Relationship Summary).
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