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Robert Stephen Page

Kelson Capital LLC

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About Robert Stephen Page

Robert Stephen Page is a financial advisor based in STAMFORD, CT. Robert is registered with Kelson Capital LLC and has been in the industry since 2020. He holds Series 63, Series 65, SIE, Series 7TO and Series 7 licenses. Robert has previously worked for XT CAPITAL PARTNERS, LLC and PRUDENTIAL-BACHE SECURITIES INC.

Firm Information

Robert Page is currently registered with Kelson Capital LLC. Kelson Capital LLC is a Limited Liability Company formed in November 2008. The firm is registered in 15 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Robert Page’s Registration & Firm History

CT

10/04/2022 - Present

Kelson Capital LLC (STAMFORD CT)

CT

02/29/2020 - 08/03/2022

XT CAPITAL PARTNERS, LLC (WESTPORT CT)

NA

08/24/1990 - 11/19/1990

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

BC

Issued 09/28/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/23/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Stephen Page.
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