President/secretary · O'keefe Stevens Advisory, Inc.
Justin D. Stevens
CRD 5544125 · Named on Form ADV at one SEC-registered adviser
At a glance
O'keefe Stevens Advisory, Inc., an SEC-registered wealth manager with $586 million in regulatory assets, lists Justin D. Stevens on its Form ADV as President/secretary, a control person.
Firms and roles
- O'keefe Stevens Advisory, Inc.President/secretaryWealth manager · United States · $586M in regulatory assets
AtlasMembers
Justin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Peter S. O'KeefeTreasurer, O'keefe Stevens Advisory, Inc.
- Carly E. FlaniganChief Compliance Officer, O'keefe Stevens Advisory, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.