Unclaimed Profile

John Frederick Keller

LONG WHARF INVESTORS INC·BOSTON, Massachusetts

Series 65Clean record22 years registeredLONG WHARF INVESTORS INC

12 POST OFFICE SQUARE, BOSTON, MA 02109CRD# 2492780Firm CRD# 107036

Profile Verification

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

Identity

John Frederick Keller · BOSTON, MA

Registration

CRD #2492780 · LONG WHARF INVESTORS INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LONG WHARF INVESTORS INC

FOCUS PARTNERS WEALTH, LLC

Oct 2014 – Apr 2025

BOSTON, MA

LONG WHARF INVESTORS

Mar 2004 – Dec 2014

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONG WHARF INVESTORS INC

CRD 107036 · SEC 801-49692

AUM

$200M

Regulatory assets under management

Employees

129 client accounts

Services offered by LONG WHARF INVESTORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LONG WHARF INVESTORS INC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Frederick Keller offer?

John Frederick Keller specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Frederick Keller's credentials?

John Frederick Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Frederick Keller located?

John Frederick Keller is based in BOSTON, Massachusetts, last registered with LONG WHARF INVESTORS INC.

How does John Frederick Keller charge for services?

John Frederick Keller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONG WHARF INVESTORS INC?

LONG WHARF INVESTORS INC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →