Keith Alan Dober
Registered Financial Advisor
Strategic Wealth
Management
Empowering your financial future through expert investment strategies, cutting-edge cryptocurrency guidance, blockchain technology investing, and comprehensive financial planning. Bridging traditional wealth management with the modern digital economy.
+22.8%
Avg. Annual Return
750+
Happy Clients
Your Dedicated Financial Strategist
With over 28 years of distinguished experience in financial services, I've built my reputation on delivering exceptional results for high-net-worth individuals and families. My expertise spans comprehensive wealth management, retirement planning, and sophisticated investment strategies.
At Merrill Lynch, I combined institutional-grade research with personalized service, ensuring each client receives strategies tailored to their unique financial landscape. My approach integrates cutting-edge market analysis with time-tested investment principles.
My unique approach combines nearly three decades of traditional financial expertise with cutting-edge knowledge of cryptocurrency markets and blockchain technology. I help clients navigate both established investment vehicles and emerging digital assets, creating diversified portfolios that capitalize on the convergence of traditional finance and the digital economy.
CRD Number:
2776563
Current Employment:
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (11/1999 - Present) - Registered Senior Client Associate
Past Experience:
- AMELIA SECURITIES, INC. (09/1996 - 10/1999) - Jupiter, FL
- COMBINED RESEARCH & TRADING, INC. (09/1996 - 09/1999) - Fernandina Beach, FL
Education & Qualifications:
- Bachelor's Degree in Business Administration
- Series 24 - General Securities Principal Examination
- Series 4 - Registered Options Principal Examination
- Series 7 - General Securities Representative Examination
- Series 66 - IA Uniform Combined State Law Examination
- Series 63 - Uniform Securities Agent State Law Examination
- SIE - Securities Industry Essentials Examination
My Philosophy:
My core philosophy centers on building long-term relationships based on trust, transparency, and comprehensive financial planning. I believe that successful wealth management requires a deep understanding of each client's unique goals, risk tolerance, and life circumstances. By providing clear, actionable insights and maintaining open communication, I help individuals and families make informed decisions that align with their long-term financial aspirations.
Beyond portfolio management, I serve as a comprehensive financial advisor, providing guidance on retirement planning, estate planning, tax strategies, and insurance needs. Your financial success and peace of mind are my unwavering priorities.
Series 7, 63, 66 & 24
Securities & Investment Advisor Licensed
CRD #2776563
Central Registration Depository Number
Merrill Lynch
Registered Senior Client Associate
28+ Years
Financial Markets Experience
Comprehensive Financial Solutions
From traditional investment management to cutting-edge cryptocurrency strategies and comprehensive financial planning.
Market Leadership & Innovation
Combining nearly three decades of market expertise with innovative investment strategies to deliver superior results across all market conditions and economic cycles.
Advanced Market Analysis
Utilizing quantitative models, technical analysis, and fundamental research to identify optimal investment opportunities across global markets and asset classes.
Digital Asset Expertise
Pioneering cryptocurrency investment strategies, blockchain technology analysis, and digital asset portfolio integration, bridging traditional finance with the modern digital economy.
Hybrid Investment Approach
Seamlessly integrating traditional investment principles with innovative digital asset strategies, creating balanced portfolios for the evolving financial landscape.
Risk Management Excellence
Sophisticated hedging strategies and risk assessment protocols to protect and preserve wealth during market volatility while maintaining growth potential.
$200M+
Assets Under Management
Top 5%
Industry Performance
What Clients Say
Hear directly from individuals and families who have achieved their financial goals with personalized guidance and comprehensive planning.
"Keith's comprehensive approach to financial planning has been invaluable. His expertise in both traditional investments and cryptocurrency helped us diversify our portfolio effectively."
Georgia
"Working with Keith transformed our understanding of wealth management. His insights into blockchain technology and digital assets gave us confidence in the evolving financial landscape."
Florida
"Keith's proactive approach and attention to detail are exceptional. He consistently monitors our portfolio and keeps us informed about both traditional and digital market opportunities."
South Carolina
Begin Your Wealth Journey
Ready to elevate your financial strategy? Let's discuss how my expertise in traditional finance and digital assets can help you achieve your investment goals and build lasting wealth.
keith.dober@keithdober.com
Telegram
@KeithDober
Office Location
200 Clifton Ave
Lakewood, NJ 08701