Caleb Keysor, financial advisor Latham NY

Caleb Keysor

CRD Number: 6913319
Current Firm: Eagle Strategies LLC

Caleb Keysor (CRD# 6913319) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 4 years of experience in the finance industry.

Similar Advisors
Robert Schermerhorn, financial advisor Latham NY
Robert Schermerhorn
CRD# 1063197
Lpl Financial LLC
Similar Advisors
Joseph Abed El Latif, financial advisor Latham NY
Joseph Abed El Latif
CRD# 6091481
Goldman Sachs Ayco Personal Financial Management
Similar Advisors
Anthony Accetta, financial advisor Latham NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Company Name Location Dates Years
Eagle Strategies LLC Latham, NY Sep 2019 - Current 3
Nylife Securities LLC Latham, NY Jul 2018 - Current 4
New York Life Latham, NY Jan 2018 - Current 5
Siena College Loudonville, NY Aug 2014 - Current 8
Naked Turtle Plattsburgh, NY Jul 2016 - Aug 2017 1
Foot Locker Plattsburgh, NY Jun 2015 - Jun 2017 2
Foot Locker Albany, NY Sep 2015 - May 2016 < 1
Unemployed Cadyville, NY Feb 2008 - Jul 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Caleb M. Keysor
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.