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Richard Earl Keller

EMERALD DIRECT LENDING ADVISERS, LLC·LEOLA, Pennsylvania
SIE, Series 6, Series 63Clean recordEMERALD DIRECT LENDING ADVISERS, LLC
3175 OREGON PIKE, LEOLA, PA 17540CRD# 4471817Firm CRD# 168608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Earl Keller · LEOLA, PA
Registration
CRD #4471817 · EMERALD DIRECT LENDING ADVISERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EMERALD DIRECT LENDING ADVISERS, LLC
CRD 168608 · SEC 801-78464
AUM
$639K
Regulatory assets under management
Employees
6
1 client accounts
Services offered by EMERALD DIRECT LENDING ADVISERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EMERALD DIRECT LENDING ADVISERS, LLC →
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Frequently Asked Questions

What services does Richard Earl Keller offer?
Richard Earl Keller specializes in Retirement Planning, Fee-Only Advisory. Contact their office in LEOLA, Pennsylvania for a consultation.
What are Richard Earl Keller's credentials?
Richard Earl Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Earl Keller located?
Richard Earl Keller is based in LEOLA, Pennsylvania, working with EMERALD DIRECT LENDING ADVISERS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does Richard Earl Keller charge for services?
Richard Earl 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 EMERALD DIRECT LENDING ADVISERS, LLC?
EMERALD DIRECT LENDING ADVISERS, LLC has approximately 6 employees and manages $639K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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