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Daniel Patrick Keller

Raymond James & Associates, Inc.

Grosse Pointe Farms, MI

CRD 1998696

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-10-12
  • MI RA
    APPROVED
    Since 2010-10-12

Branch Locations

15 And 21 Kercheval Avenue 2 Suites, Same Building, Grosse Pointe Farms, MI 48236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Grosse Pointe MI 03/2008 Present
  • 03/2008 → Present
    Raymond James & Associates
    Grosse Pointe, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-21
  • S66 Uniform Combined State Law Examination
    2000-07-21
Other Names
  • Dan Keller

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DWP
POINTE CAPITAL MANAGEMENT LLC

Nearby Investors

MARK WOJTAS
NOAH EDWARD ROBINSON
ANDREW CAMDEN

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GROSSE POINTE FARMS, MI
DWP · GROSSE POINTE FARMS, MI
POINTE CAPITAL MANAGEMENT LLC · GROSSE POINTE FARMS, MI

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