Cheryl Maria Keilman
Investment adviser representative at RBC Securities, Inc.
18 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- RBC Securities, IncApr 2026 to now
- Wells Fargo BankAug 2018 to Apr 2026
- Wells Fargo Clearing ServicesAug 2018 to Apr 2026
- BMO Harris Private BankFeb 2008 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 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
- 6998764
- Firm CRD
- 103705