Robert Brent Celman
Advisor at Trade Therapy, LLC — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Los Angeles, CA
Robert Celman is a financial advisor at Trade Therapy, LLC in Los Angeles, CA. He holds a Series 65 designation and has been active in the financial industry since 2024. Prior to founding Trade Therapy, he worked at Yva.ai and was self-employed for over two decades. Trade Therapy, LLC offers discretionary and non-discretionary portfolio management primarily to individuals and high-net-worth clients, also serving charitable and religious organizations, trusts, and estates on a case-by-case basis. The firm’s investment strategy focuses on technical analysis and typically uses exchange-listed equities and ETFs, with periodic rebalancing and tactical adjustments based on market conditions. Trade Therapy also publishes an educational research publication called Clarity, which is provided free to advisory clients.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
20% of net profits above the account’s high water mark, billed in arrears for Qualified Clients only
Standard monthly subscription is $59.99/month billed in advance; promotional pricing available; complimentary subscription to Clarity included for portfolio management clients
Account minimum: $250,000
Los Angeles, CA
Los Angeles CA
Advisors at this office
1
California
< 1 year of industry experience
Trade Therapy, LLC
2024 - Present • 2 years
Los Angeles, CA
Yva.ai
2019 - 2020 • 1 year
Los Angeles, CA
Self Employed
2003 - 2024 • 21 years
Los Angeles, CA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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