Advisor at Redblack Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Redblack Advisers, Inc.
Location
Oradell, NJ 07649
Credentials
Series 66
Industry experience
21 years
Robert Keeler is a financial advisor at RedBlack Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with firms including Intelliflo Advisers Inc and Bespoke Wealth Design LLC. Outside of advisory roles, he serves as CEO and managing member of Keeler Financial Services Holdings LLC, a holding company. RedBlack Advisers provides Turn-Key Asset Management Program (TAMP) services to registered investment advisers, focusing on outsourced middle-office functions such as billing, performance reporting, and portfolio administration. The firm offers a configurable platform that integrates proprietary and third-party model portfolios to support adviser-driven client management.
Based on Redblack Advisers, Inc.
Implementation fees for conversion of historical account data and historical performance history may apply; specific amounts not stated.
0.04% to 0.75% annually (4 to 75 basis points) on assets under management, typically monthly in advance
Minimum fee: Certain Firms may have a periodic minimum fee assessed; specific amounts not stated. Fee-only: Fixed account fee caps and technology fees starting at $495 per month may apply; implementation fees and non-managed account platform fees may also be charged.
700 Kinderkmack Rd., Ste. 200
Oradell, NJ 07649
New Jersey
Intelliflo Advisers Inc
2021 - Present (5 years)
Bespoke Wealth Design LLC
2016 - Present (10 years)
Advisor Technology Services LLC
2009 - Present (17 years)
The Investment Advisor Alliance LLC
2009 - Present (17 years)
Keeler Financial Services Holdings LLC
2009 - Present (17 years)
Wealth Protection Solutions LLC
2009 - 2021 (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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