Be advised. This firm is no longer registered.

Kelso Advisors, LLC

Kelso Advisors, LLC (CRD# 166269) is a financial advisory firm headquartered in Upper Saddle River, NJ. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Kelso Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Steven C. Schwartz
CRD#: 5549549
One Park Way, 3rd Floor, Upper Saddle River, NJ 07458

Steven Schwartz (CRD# 5549549) is an Investment Advisor Representative working at Kelso Advisors, LLC in Upper Saddle River, NJ and has over 5 years of experience in the finance industry.

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