Ryan
Keller
Chelsea Advisory Services, Inc
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About this Advisor
Ryan Keller is a certified financial planner based out of Red Bank, New Jersey with a total of 6 years of industry experience. Keller is currently employed by Chelsea Advisory Services, Inc. Over the course of their career, they have held roles at Axa Advisors, LLC and Chelsea Financial Services. Keller holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Chelsea Advisory Services, Inc is an advisory company that has its headquarters in Staten Island, NY. The firm has offices in 18 locations and a total of 19 advisors. It administers $90 million in total assets between its 463 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 463 customer accounts, 16% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on which services are provided. However, fee types billed by Chelsea Advisory Services, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chelsea Advisory Services, Inc Brokerage Details
$89,453,437
19
463
$193,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ryan Keller Work History
Ryan has been registered as a financial advisor for 6 years.*
Chelsea Financial Services
Axa Advisors, 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 Ryan Keller 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 Chelsea Advisory Services, Inc
Staten Island, NY
Brooklyn, NY
Lake Charles, LA
The Villages, FL
Fletcher, NC
Sarasota, FL
Kirkland, WA
Red Bank, 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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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.