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Robert K
Series 63, Series 65
Akron, OH
ROKI Private Wealth
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.
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