Ian Keller
Financial advisor at Baron Silver Stevens Financial Advisors, LLC · Boca Raton, FL
Last updated 2026-10-10
Claim your profileIan Keller is a financial advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, CRD 7981207. Licenses and exams on the registration: Series 66. First registered 2025-04-28.
Registration
- CRD number
- 7981207
- Registration status
- Active
- First registered
- 2025-04-28
- Years of experience
- 11
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2015-01 to 2018-08 · Unemployed · Boca Raton, FL
- 2018-08 to 2021-12 · Stony Brook University · Stony Brook, NY
- 2021-11 to 2023-03 · Brown Harris Stevens Residential Management · New York, NY
- 2023-03 to 2024-08 · Firstservice Residential · New York, NY
- 2024-08 to 2025-07 · Guardian Life Insurance Company · New York, NY
- 2025-03 to 2025-07 · Park Avenue Securities · New York, NY
- 2025-07 to Present · Osaic Wealth, Inc. · Boca Raton, FL
- 2025-08 to Present · Baron Silver Stevens Financial Advisors, LLC · Boca Raton, FL
Current employment
- Baron Silver Stevens Financial Advisors, LLC · Boca Raton, FL
Baron Silver Stevens Financial Advisors, LLC
- Regulatory AUM
- $1,196,925,310
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 76.3 (Moderate)
- Average AUM per client
- $2M (Low)
- High-net-worth client ratio
- 71.8% (High)
Baron Silver Stevens Financial Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Baron Silver Stevens reports 71 ETF positions worth $688.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $65.7M |
| IWF — iShares Russell 1000 Growth Fund | $60.5M |
| VTV — Vanguard Morningstar Value ETF | $57.8M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $53.9M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $45.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Baron Silver Stevens's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $821.3K | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $821.3K | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | DFUS — Dimensional U.S. Equity Market ETF | $547.7K | Top 98.8% | Residual alpha +0.77% · Residual Sharpe 0.04 |
| Diversification Benefits | EIS — iShares MSCI Israel ETF | $215.6K | Top 98.7% | Replicability (R²) 38.2% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Baron Silver Stevens Financial Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
4800 N. Federal Highway, Boca Raton, FL 33431
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 561-447-1997
- Website: bssfa.com
Official record
Are you Ian Keller?
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