Bryan Keller has been President of Dakota Wealth since July 2025, is a control person of the firm and directly owns under 5% of it.
Dakota Wealth, LLC is a Palm Beach Gardens, FL firm with $6.94B under management, 3,764 clients and 61 advisers across 22 offices, as of its August 2026 filing.
Bryan Keller’s longest registration is the current one, 8 years at Dakota Wealth since 2018. Before joining Dakota Wealth in 2018, Bryan Keller was registered through Dakota Wealth, LLC and Boston Private Wealth.
- Dakota Wealth, LLCCurrent– present · 8 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 297987
- Dakota Wealth, LLC– · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 141137
- Boston Private Wealth– · 2 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 172832
- Banyan Partners, LLC– · 3 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 141398
- LPL Financial LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Bryan Keller is registered as an investment adviser representative in Florida, since October 2018.
- FloridaSince 17 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 3 March 2010 |
| Series 66 | Uniform Combined State Law Examination | 5 February 2010 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Bryan Paul Keller
- CRD
- 5733084
- Firm
- Dakota Wealth · CRD 297987
- Role
- President
- Office
- 11376 N. JOG ROAD, SUITE 101, Palm Beach Gardens, FL 33418-1752
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryan Keller work?
Bryan Keller has been President of Dakota Wealth, LLC since July 2025, and is a control person of the firm.
Is Bryan Keller a financial advisor?
Yes. Bryan Keller has a current investment-adviser registration in Florida, through Dakota Wealth since October 2018.
How many years of experience does Bryan Keller have?
Bryan Keller has 15 years in the financial industry, since February 2011, across 5 adviser firms.
What exams has Bryan Keller passed?
Bryan Keller has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in February 2010.
Where did Bryan Keller work before Dakota Wealth?
Before Dakota Wealth, Bryan Keller was registered through Boston Private Wealth, January 2015 to October 2017; Banyan Partners, LLC, February 2011 to November 2014; LPL Financial LLC, March 2010 to February 2011.
Where is Bryan Keller based?
Bryan Keller’s registered office is in Palm Beach Gardens, FL.
Is Bryan Keller registered with FINRA?
No. Bryan Keller has no current broker registration.
How can I verify Bryan Keller’s record?
Search CRD 5733084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Keller’s full registration record.