Robert
Keeler
Intelliflo Advisers, Inc
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About this Advisor
Robert Keeler is a financial advisor working out of Oradell, New Jersey with 2 years of relevant experience. Keeler is an employee of Intelliflo Advisers, Inc. During their career, the advisor has held roles at Keeler Financial Services Holdings LLC, The Investment Advisor Alliance LLC, Wealth Protection Solutions LLC, Advisor Technology Services LLC, Bespoke Wealth Design LLC and Intelliflo Advisers Inc. Keeler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Intelliflo Advisers, Inc is a business that has its headquarters in Atlanta, GA. The company has just four people on staff. It manages $75 million in total assets among its 443 customer accounts, placing it among the smaller firms in the United States by assets under management. Intelliflo Advisers, Inc offers a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Intelliflo Advisers, Inc can be comprised of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intelliflo Advisers, Inc Brokerage Details
$74,563,760
4
443
$168,315
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Robert Keeler Work History
Robert has been registered as a financial advisor for 2 years.*
Intelliflo Advisers Inc
Bespoke Wealth Design LLC
Keeler Financial Services Holdings LLC
The Investment Advisor Alliance LLC
Advisor Technology Services LLC
Wealth Protection Solutions LLC
*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 Robert Keeler 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 Intelliflo Advisers, Inc
Oradell, NJ
Oradell, NJ
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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