Ian Keller
Investment adviser representative at Baron Silver Stevens Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
18 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Baron Silver Stevens Financial Advisors, LLCAug 2025 to now
- Osaic Wealth, Inc.Jul 2025 to now
- Park Avenue SecuritiesMar 2025 to Jul 2025
- Guardian Life Insurance CompanyAug 2024 to Jul 2025
- Firstservice ResidentialMar 2023 to Aug 2024
- Brown Harris Stevens Residential ManagementNov 2021 to Mar 2023
- Stony Brook UniversityAug 2018 to Dec 2021
- UnemployedJan 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Baron Silver Stevens Financial Advisors, LLC
$1.2BAssets managed
610Clients
8Advisers
18 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
- 7981207
- Firm CRD
- 126767