Douglas
Dubiel
Kelson Asset Management LLC
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About this Advisor
Douglas Dubiel is a financial advisor based in Hobe Sound, Florida, working with Kelson Asset Management LLC. Douglas has previously held positions at Rockefeller Financial LLC, Goodrich, LLC, Rockefeller & Co LLC, Curtis Point Capital, LLC, Kelson Asset Management LLC, and Seekr Technologies, LLC. Douglas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida and New York. Currently, Douglas is part of Kelson Asset Management LLC, which operates out of Hobe Sound, Florida. The firm has 3 employees and manages assets totaling $173.1 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Kelson Asset Management LLC includes performance-based fees.
Certifications and Registrations
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Fee Structure
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Kelson Asset Management LLC Brokerage Details
$173,054,694
3
16
$10,815,918
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Douglas Dubiel Work History
Curtis Point Capital, LLC
Kelson Asset Management LLC
Seekr Technologies, LLC
Rockefeller Financial LLC
Rockefeller & Co LLC
Goodrich, LLC
Disclosures
Please visit the SEC profile of Douglas Dubiel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kelson Asset Management LLC
Stamford, CT
Stamford, CT
Hobe Sound, FL
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