Robert Charles Mehlin

Employer firm

Key Client Fiduciary Advisors, LLC CRD 298240

$896M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2019
  Wells Fargo Advisors Financial Network, Llc
  Chatham, NJ
• 02/2019 → 08/2022
  Coastal Equities, Inc.
  Wilmington, DE
• 02/2019 → 08/2022
  Coastal Investment Advisors, Inc.
  Wilmington, DE
• 02/2019 → Present
  Key Client Fiduciary Advisors
  Fairfield, NJ

Previous Registrations

• 2019-02-14 → 2022-08-05
  Realta Investment Advisors, Inc
  Fairfield, NJ
  Wilmington, DE
• 2015-07-17 → 2019-02-21
  Wells Fargo Advisors Financial Network, Llc
  Chatham, NJ
• 2009-06-01 → 2015-07-31
  Morgan Stanley
  Short Hills, NJ
  Short Hills, NJ
• 2005-12-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Short Hills, NJ
• 2002-06-21 → 2005-12-21
  Rbc Capital Markets, Llc
  Florham Park, NJ

Other Businesses

RYAN GREGORY SECURITIES, LLC 40 EGBERT AVE MORRISTOWN, NJ 07960; SOLE MEMBER; PAYROLL AND BILL PAYING/NO COMPENSATION; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-20
• S63 Uniform Securities Agent State Law Examination
  1991-12-16

Other Names

• Robert Charles Mehlin
• Robert Charles Mehlin Jr
• Robert Charles Mehlin
• Robert C Mehlin Jr.
• Robert C Mehlin