Robert C. Mehlin

KEY CLIENT FIDUCIARY ADVISORS

FAIRFIELD, NJ 07004

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CRD#: 736694

Professional summary

Robert Charles Mehlin JR, who also goes by Robert C Mehlin Jr, Robert Charles Mehlin Jr Jr, Robert C Mehlin Jr. Jr, is a registered financial advisor currently at KEY CLIENT FIDUCIARY ADVISORS, LLC located in Fairfield, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert C Mehlin Jr | Robert Charles Mehlin Jr Jr | Robert C Mehlin Jr. Jr

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.

RYAN GREGORY SECURITIES, LLC 40 EGBERT AVE MORRISTOWN, NJ 07960; SOLE MEMBER; PAYROLL AND BILL PAYING/NO COMPENSATION; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Mehlin JR'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®

None

Experience

Current

March 5, 2019 - Present

KEY CLIENT FIDUCIARY ADVISORS, LLC

Office #1: 363 Route 46 West, Suite 300, Fairfield, NJ 07004

RIA

CRD#: 31194

NEW YORK, NY

Past

September 1, 1999 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

February 21, 1982 - September 1, 1999

GIBRALTAR SECURITIES CO.

CRD#: 7093

FLORHAM PARK, NJ

Past

September 21, 1981 - November 18, 1981

DOLAN & PITCHER, INC.

CRD#: 7657

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".

KEY CLIENT FIDUCIARY ADVISORS, LLC

CJE FINANCIAL | TRIBUTARY WEALTH MANAGEMENT | KEY CLIENT FIDUCIARY ADVISORS, LLC | FOREMOST ADVISORS WEALTH MANAGEMENT

CRD#: 298240 / SEC#: 801-114010

RIA

Registered Investment Advisory firm - (9/21/2018 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

New Jersey
(3/5/2019)

IAR

Texas
(12/8/2020)

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: 6/20/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/8/1992

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 5/11/1987

Municipal Securities Principal Examination

Current Firm

KEY CLIENT FIDUCIARY ADVISORS, LLC

CJE FINANCIAL | TRIBUTARY WEALTH MANAGEMENT | KEY CLIENT FIDUCIARY ADVISORS, LLC | FOREMOST ADVISORS WEALTH MANAGEMENT

CRD#: 298240 / SEC#: 801-114010

RIA

Registered Investment Advisory firm - (9/21/2018 Approved)

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Contact information

Main Address

363 Route 46 West Suite 300, Fairfield, NJ 07004

Mailing Address

Phone number

(973) 244-4142

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	874
AUM (Assets Under Management)	$ 781,985,835

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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Robert C. Mehlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Mehlin JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

GIBRALTAR SECURITIES CO.

DOLAN & PITCHER, INC.

Primary Firm SEC Registration

KEY CLIENT FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2001

Series 63

Date: 12/16/1991

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/19/1981

Series 24

Date: 10/8/1992

Series 53

Date: 5/11/1987

Current Firm

KEY CLIENT FIDUCIARY ADVISORS, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEY CLIENT FIDUCIARY ADVISORS, LLC

TRUST BUT VERIFY

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