Unclaimed Profile

Robert Bruce Venezia

KEY INVESTMENT TEAM·ENCINO, California

Series 3, Series 7, Series 24, Series 63, Series 6524 years registeredKEY INVESTMENT TEAM

16830 VENTURA BLVD, ENCINO, CA 91436CRD# 1036322Firm CRD# 120011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Bruce Venezia · ENCINO, CA

Registration

CRD #1036322 · KEY INVESTMENT TEAM · 24 years registered

Brand Profile

Not yet started

Career History

STEELPEAK WEALTH, LLC

Jul 2023 – present

KEY ASSET ADVISORS

Jun 2008 – Jul 2023

HENDERSON, NV

KEY INVESTMENT TEAM

Mar 2002 – Jul 2023

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 25, 2002

Years registered · 24

Disclosure History

1990Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KEY INVESTMENT TEAM

CRD 120011 · SEC 801-61016

AUM

$43M

Regulatory assets under management

Employees

379 client accounts

Services offered by KEY INVESTMENT TEAM

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KEY INVESTMENT TEAM →

Introduction

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Frequently Asked Questions

What services does Robert Bruce Venezia offer?

Robert Bruce Venezia specializes in Investment Management, Wealth Management. Contact their office in ENCINO, California for a consultation.

What are Robert Bruce Venezia's credentials?

Robert Bruce Venezia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bruce Venezia located?

Robert Bruce Venezia is based in ENCINO, California, working with KEY INVESTMENT TEAM. Their office serves clients in the ENCINO metropolitan area and surrounding communities.

How does Robert Bruce Venezia charge for services?

Robert Bruce Venezia's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEY INVESTMENT TEAM?

KEY INVESTMENT TEAM has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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