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Member/ Chief Investment Officer · Keller Wealth Advisors

David B. Faskas

CRD 6126274 · Named on Form ADV at one SEC-registered adviser

At a glance

Keller Wealth Advisors, an SEC-registered wealth manager based in Victoria, TX with $923 million in regulatory assets, lists David B. Faskas on its Form ADV as Member/ Chief Investment Officer, a control person.

Firms and roles

  • Keller Wealth AdvisorsMember/ Chief Investment OfficerWealth manager · Victoria, TX · $923M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.