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Keley Petersen, financial advisor Berkeley CA

Keley Petersen

CRD Number: 1738238
Current Firm: Willow Grove Advisors, LLC
Compensation Model: Fee Only

Keley Petersen (CRD# 1738238) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Willow Grove Advisors, LLC Berkeley, CA Nov 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Keley R. Petersen
1919 Addison St, Suite 101, Berkeley, CA 94704
Phone Number: 510-705-1693
Firm Website: https://www.linkedin.com/company/560207/
Registered State(s):
  • CA
  • MA
  • WA
Current Firm Details
Willow Grove Advisors, LLC
Firm's CRD Number: 151993
1919 Addison St, Suite 101, Berkeley, CA 94704
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $391,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, WA

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