Robert Kaler
Investment adviser representative at BNY Mellon Securities Corporation
18 yearsExperience
1 stateRegistered in
$8.4BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- BNY Mellon Securities CorporationOct 2025 to now
- Ameriprise Financial Services LLCMay 2025 to Oct 2025
- Mbsc Securities CorporationJul 2007 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
BNY Mellon Securities Corporation
$8.4BAssets managed
3,734Clients
63Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1953304
- Firm CRD
- 231