Robert David Kilivris
Advisor at ROKI Private Wealth — Akron, OH
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 63, Series 65
Experience Industry experience
34 years
Location
Akron, OH
Robert Kilivris is a financial advisor with 34 years of industry experience. He holds Series 63 and Series 65 licenses and is currently president of Beacon Capital Distributors Inc., where he has served for 19 years. His prior work includes roles at Investments for You Inc. and Kilivris & Company, LLC. Roki Private Wealth provides portfolio management services to individual clients, focusing on asset allocation and investment policy statements aligned with income, tax considerations, risk tolerance, and time horizon. The firm employs a modern portfolio theory approach with discretionary trading authority and operates under a fiduciary standard for retirement accounts.
1.00% annually
Akron, OH
Akron OH
Advisors at this office
1
Ohio
34 years of industry experience
Kilivris & Company, LLC
2026 - Present • 1 year
Akron, OH
Investments for You Inc
2013 - 2016 • 3 years
Marysville, OH
Beacon Capital Distributors Inc.
2007 - Present • 19 years
Fairlawn, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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