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Robert Bruce Venezia

KEY INVESTMENT TEAM·ENCINO, California
Clean recordKEY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Bruce Venezia is a registered financial advisor based in ENCINO, California, affiliated with KEY INVESTMENT TEAM. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KEY INVESTMENT TEAM
KEY INVESTMENT TEAM
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KEY INVESTMENT TEAM →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1036322
Firm CRD# 120011
View on FINRA BrokerCheck →

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05

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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Research
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