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BK

Bryan A. Keller

SOCIAL IMPACT INVESTMENTS
Huntersville, NC
Some features on this profile are disabled
CRD#: 5559671
BK

Professional summary

Bryan Alton Keller, who also goes by Bryan A Keller, is a registered financial advisor currently at SOCIAL IMPACT INVESTMENTS INC. located in Huntersville, North Carolina.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan A Keller

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) - RIA

Click below to view Bryan Alton Keller's 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®
None

Experience

Current

May 18, 2018 - Present

SOCIAL IMPACT INVESTMENTS INC.

RIA
CRD#: 297095
Huntersville, NC

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
North Carolina
(5/18/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2018
Uniform Investment Adviser Law Examination

Current Firm

SI
SOCIAL IMPACT INVESTMENTS INC.
SOCIAL IMPACT INVESTMENTS INC.

CRD#: 297095 / SEC#:

North Carolina
Registered Investment Advisory firm - (5/18/2018 Approved)
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Contact information

Main Address
Huntersville, NC
Mailing Address
Phone number
(704) 286-6659
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 4,254,779

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

SOCIAL IMPACT INVESTMENTS INC.

CRD#: 297095Huntersville, NC

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