Claim Profile
Unclaimed Profile
EK

Eric Joseph Kelemen

GOLDEN RESERVE RIA, LLC·DUBLIN, Ohio
SIE, Series 6, Series 63, Series 65Clean recordGOLDEN RESERVE RIA, LLC
270 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 5067848Firm CRD# 283588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Joseph Kelemen · DUBLIN, OH
Registration
CRD #5067848 · GOLDEN RESERVE RIA, LLC
Brand Profile
Not yet started
01

Career History

Nov 2025present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · November 25, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDEN RESERVE RETIREMENT, LLC
CRD 283588 · SEC 801-121383
AUM
$201M
Regulatory assets under management
Employees
9
1,848 client accounts
Services offered by GOLDEN RESERVE RETIREMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Eric

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

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

Looking for a financial advisor in DUBLIN?

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

05

Frequently Asked Questions

What services does Eric Joseph Kelemen offer?
Eric Joseph Kelemen specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Eric Joseph Kelemen's credentials?
Eric Joseph Kelemen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Joseph Kelemen located?
Eric Joseph Kelemen is based in DUBLIN, Ohio, working with GOLDEN RESERVE RIA, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Eric Joseph Kelemen charge for services?
Eric Joseph Kelemen's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN RESERVE RIA, LLC?
GOLDEN RESERVE RIA, LLC has approximately 9 employees and manages $201M 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 →