Robert Keeler, financial advisor Oradell NJ

Robert Keeler

CRD Number: 4308243
Current Firm: Intelliflo Advisers, Inc.

Robert Keeler (CRD# 4308243) is an Investment Advisor Representative working at Intelliflo Advisers, Inc. in Oradell, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Intelliflo Advisers Inc. Atlanta, GA Mar 2021 - Current 3
Bespoke Wealth Design LLC Harrington Park, NJ Oct 2016 - Current 7
Keeler Financial Services Holdings LLC Harrington Park, NJ Jan 2009 - Current 15
The Investment Advisor Alliance LLC Harrington Park, NJ Jan 2009 - Current 15
Advisor Technology Services LLC Harrington Park, NJ Jan 2009 - Current 15
Wealth Protection Solutions LLC Harrington Park, NJ Jan 2009 - Feb 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Robert W. Keeler
Phone Number: 800-607-3340
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $168,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

GA, NJ, NY

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