Robert Celli, financial advisor Macungie PA
83 score

Robert Celli

CRD Number: 1391126
Current Firm: Key Investment Services LLC

Robert Celli (CRD# 1391126) is an Investment Advisor Representative working at Key Investment Services LLC in Macungie, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Plymouth Meeting, PA Sep 2016 - Current 1
First Niagara Harleysville, PA May 2010 - Sep 2016 6
Lpl Financial Charlotte, NC May 2010 - Sep 2016 6
Primevest Financial Services, Inc. St. Cloud, MN Oct 2005 - May 2010 4
Harleysville National Bank Spring House, PA Dec 2004 - Apr 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Feb 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert A. Celli
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,744
    MILLIONS
  • Total Number of Accounts
    11,490
    ACCOUNTS
  • Average Account Value
    $151,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
83

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