Marvin
Kiel

Royal Alliance Associates, Inc

CRD#1005913
Investment Advisor
in Chesterfield, MO

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About this Advisor

Marvin Kiel is a financial advisor operating in Chesterfield, Missouri with a total of 14 years of relevant experience. Kiel works at Royal Alliance Associates, Inc. They have spent their whole employment at Royal Alliance Associates, Inc. Kiel holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in Missouri. Royal Alliance Associates, Inc is a financial advisory business operating out of Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 employees. It has $30 billion in total assets across its 149,233 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 191 charitable organizations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on which service is provided. However, fee types charged by Royal Alliance Associates, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16020 Swingley Ridge Suite 325
Chesterfield, MO 63017

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

MO Average: $10,121,009,343
Total Number of Employees

3,704

MO Average: 92
Total Number of Accounts

149,233

MO Average: 6,978
Average Account Size

$197,920

MO Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Marvin Kiel Work History

Marvin has been registered as a financial advisor for 14 years.*

1997 - Present (27 years)

Royal Alliance Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marvin Kiel 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 Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Amanda Johnson
Spokane, WA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Trisha Qualy
St Louis Park, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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