Rob

CEO, Trading Specialist

Upon graduation from Stevens Institute of Technology in Hoboken, New Jersey; Robert Keeler Jr. began his financial career working with a specialist firm on the floor of the New York Stock Exchange. At the young age of twenty-four Rob was accepted into membership of the NYSE. He attained multiple securities licenses including the Series 7, 9, 10, 28, and 66. As a trader Rob specialized in the execution of arbitrage orders, specifically of American Depository Receipts (ADR’s), and complex orders from some of the largest brokerages and hedge funds in the world.

 

Bringing his knowledge of the securities industry, coupled with his personal viewpoint on the most appropriate way to invest Robert evolved the firm to guide and mentor qualified investment advisors. As CEO of The Investment Advisor Alliance LLC, Rob manages portfolios, sub-advises portfolios for other investment advisors, and supervises and manages the operations of the Investment Advisor Alliance. He holds a RFC® designation from the International Association of Registered Financial Consultants and is an AFSP tax preparer.

 

Rob created The Investment Advisor Alliance to support the needs of independent investment advisors. IAA recognizes and addresses the requirements of advisors managing the day-to-day difficulties and complexities of being an independent advisor and operating a firm in the current regulatory environment. 

 

IAA was formed to help advisors attend to these needs by creating a platform to lower expenses, maintain compliance, and grow their business.

Chris

Planning Specialist

Christopher L. Price launched his financial services career in 2001, shortly after graduating Magna Cum Laude from SUNY New Paltz with a Bachelor of Science in Business Administration and a Minor in Psychology. Prior to college, Christopher owned and operated several successful small businesses prior to enlisting in the U.S. Marine Corps in 1993. He completed training at Parris Island as the Platoon Honor Graduate. Shortly after, he competed for, and was chosen to be a Naval Aviation Candidate. As a Naval Aircrewman, he was trained and qualified as a Celestial Aerial Navigator. He was later promoted to the Officer ranks where he remains a Reservist today. His travels as an aviator have taken him to over 40 different countries, providing a global insight that has proven invaluable in all aspects of his life. 

Christopher has a strong background in complex financial strategies and concepts, helping him to earn his Chartered Financial Consultant (ChFC) designation in December of 2007 from The American College. Today, he remains committed to the highest standards of ethics and lifelong learning. 

Samantha

Project Management Consultant

Samantha is an experienced professional in leading projects, assisting clients, and evaluating service levels.  She has worked as the Director of Quality and Service Delivery at a large health system at their long term care and assisted living facilities. She brings this caring and detail oriented experience to IAA where she assists advisors with their daily activities. Samantha has earned her Lean Six Sigma Black Belt Certification. 

Marj

Billing Services Manager

Marj is responsible for the financials of IAA and the billing of clients on Advisor's behalf.  She has years of experience with books and records for registered investment advisors as well as brokerages.  She has been with IAA since it's predecessor's founding in 1989.

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Call us at 800-607-3340 or request a call

​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.