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.

CONTACT
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Wealth & Tax Planners
Company Name Location Dates Years
Willow Grove Advisors, LLC Berkeley, CA Nov 2009 - Current 11
Bay Willow Advisers, LLC San Diego, CA Dec 2008 - Oct 2009 < 1
Zions Bancorp. - Contango Capital Advisors, Inc. Berkeley, CA Oct 2005 - Dec 2008 3
Hewing Financial Foster City, CA Jun 2004 - Oct 2005 1
Deloitte & Touche San Jose, CA Sep 1999 - May 2004 4
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
Phone Number: 510-705-1693
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $356,822
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA

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Data verified by both the advisor and the public regulatory data.

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