Unclaimed Profile

Robert Caldwell Keyser

DALE K. EHRHART, INC.·VENICE, Florida

Series 4, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredDALE K. EHRHART, INC.

100-A W VENICE AVE, VENICE, FL 34285CRD# 857271Firm CRD# 35971

Profile Verification

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

Identity

Robert Caldwell Keyser · VENICE, FL

Registration

CRD #857271 · DALE K. EHRHART, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DALE K. EHRHART, INC.

DALE K. EHRHART, INC.

Jan 2003 – Dec 2017

VENICE, FL

VALIC FINANCIAL ADVISORS, INC.

Feb 1999 – Jan 2003

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 25, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DALE K. EHRHART, INC.

CRD 35971 · SEC 801-13542

AUM

$537M

Regulatory assets under management

Employees

286 client accounts

Services offered by DALE K. EHRHART, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at DALE K. EHRHART, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Caldwell Keyser offer?

Robert Caldwell Keyser specializes in Investment Management, Wealth Management.

What are Robert Caldwell Keyser's credentials?

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

Where is Robert Caldwell Keyser located?

Robert Caldwell Keyser is based in VENICE, Florida, last registered with DALE K. EHRHART, INC..

How does Robert Caldwell Keyser charge for services?

Robert Caldwell Keyser's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALE K. EHRHART, INC.?

DALE K. EHRHART, INC. has approximately 6 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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