Michael
Keller
Credit Value Partners, LLC
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About this Advisor
Michael Keller is a financial advisor working out of Greenwich, Connecticut who has 2 years of industry experience. Keller currently works for Credit Value Partners, LLC. Over the course of their career, Keller has held roles at Credit Value Partners, Lp and Shannon Capital Management, LLC. Keller has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Credit Value Partners, LLC is a financial advisory business based out of Greenwich, CT. It manages $512 million in total assets among its nine client accounts, making it one of the bigger firms in the country by assets under management. The company offers a set of services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the type of services provided. Fees billed by Credit Value Partners, LLC most likely are comprised of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Credit Value Partners, LLC Brokerage Details
$512,267,543
8
9
$56,918,616
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Keller Work History
Michael has been registered as a financial advisor for 2 years.*
Credit Value Partners, Lp
Shannon Capital Management, 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 Michael 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 Credit Value Partners, LLC
Greenwich, CT
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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