Robert Mehlin has been an investment adviser representative at Key Client Fiduciary Advisors since March 2019, and is not listed among the firm’s executive officers or direct owners.
Key Client Fiduciary Advisors, LLC is a Fairfield, NJ firm with $896M under management, 2,272 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Robert Mehlin’s longest registration is the current one, 7 years at Key Client Fiduciary Advisors since 2019. Before joining Key Client Fiduciary Advisors in 2019, Robert Mehlin was registered through Coastal Investment Advisors and Wells Fargo Advisors Financial Network, LLC.
- – present · 7 yearsFairfield, NJ · Adviser representative · Firm CRD 298240
- Coastal Investment Advisors– · 3 yearsFairfield, NJ · Adviser representative · Firm CRD 134952
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsChatham, NJ · Adviser representative · Firm CRD 11025
- Morgan Stanley– · 6 yearsShort Hills, NJ · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 3 yearsShort Hills, NJ · Adviser representative · Firm CRD 7059
- RBC Dain Rauscher Inc.– · 3 yearsFlorham Park, NJ · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Robert Mehlin is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2019; the most recent is Texas, in December 2020.
- New JerseySince 5 March 2019
- TexasResidentSince 8 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2001 |
| Series 24 | General Securities Principal Examination | 8 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 1991 |
| Series 53 | Municipal Securities Principal Examination | 11 May 1987 |
| Series 7 | General Securities Representative Examination | 19 September 1981 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Charles Mehlin
- CRD
- 736694
- Firm
- Key Client Fiduciary Advisors · CRD 298240
- Office
- 363 ROUTE 46 WEST, SUITE 300, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- December 1981
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Mehlin work?
Robert Mehlin is an investment adviser representative registered through Key Client Fiduciary Advisors, LLC since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Robert Mehlin a financial advisor?
Yes. Robert Mehlin has a current investment-adviser registration in New Jersey and Texas, through Key Client Fiduciary Advisors since March 2019.
How many years of experience does Robert Mehlin have?
Robert Mehlin has 44 years in the financial industry, since December 1981, across 6 adviser firms.
What exams has Robert Mehlin passed?
Robert Mehlin has passed 6 licensing exams: the Series 7, Series 53, Series 63, Series 24, Series 65 and Series 52TO. The earliest, the Series 7, was passed in September 1981. FINRA credited Robert Mehlin with the SIE, which began in October 2018.
Where did Robert Mehlin work before Key Client Fiduciary Advisors?
Before Key Client Fiduciary Advisors, Robert Mehlin was registered through Wells Fargo Advisors Financial Network, LLC, July 2015 to February 2019; Morgan Stanley, June 2009 to July 2015; Citigroup Global Markets Inc., December 2005 to June 2009; RBC Dain Rauscher Inc., June 2002 to December 2005.
Where is Robert Mehlin based?
Robert Mehlin’s registered office is in Fairfield, NJ.
Is Robert Mehlin registered with FINRA?
No. Robert Mehlin has no current broker registration.
How can I verify Robert Mehlin’s record?
Search CRD 736694 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Mehlin’s full registration record.
