Kiernan Keller (CRD# 7724678) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rbc Capital Markets, LLC | Chevy Chase, MD | Apr 2023 - Current | 1 |
West Financial Services / Sandy Spring Bank | Mclean, VA | Feb 2021 - Mar 2023 | 2 |
Unemployed | Bethesda, MD | Dec 2019 - Feb 2021 | 1 |
University Of Maryland | College Park, MD | Aug 2019 - Dec 2019 | < 1 |
Unemployed | Bethesda, MD | May 2019 - Aug 2019 | < 1 |
University Of Maryland | College Park, MD | Aug 2018 - May 2019 | < 1 |
Rbc Capital Markets, LLC | Rockville, MD | Jul 2018 - Aug 2018 | < 1 |
Unemployed | Bethesda, MD | May 2018 - Jul 2018 | < 1 |
University Of Maryland | College Park, MD | Aug 2017 - May 2018 | < 1 |
Feldman & Associates, P.c. | Rockville, MD | Jun 2017 - Aug 2017 | < 1 |
University Of Maryland | College Park, MD | Aug 2016 - May 2017 | < 1 |
Concord Retreat Running Camp | Yellow Spring, WV | Jul 2016 - Aug 2016 | < 1 |
Capon Ridge Cross Country Camp | Yellow Spring, WV | Jul 2016 - Jul 2016 | < 1 |
Unemployed | Bethesda, MD | May 2016 - Jul 2016 | < 1 |
University Of Maryland | College Park, MD | Aug 2015 - May 2016 | < 1 |
Unemployed | Bethesda, MD | May 2015 - Aug 2015 | < 1 |
Walter Johnson High School | Bethesda, MD | Aug 2014 - May 2015 | < 1 |
Unemployed | Bethesda, MD | Jun 2014 - Aug 2014 | < 1 |
Walter Johnson High School | Bethesda, MD | Aug 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- MD
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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