Financial ADVSR advisor directory · SEC adviser records
O'Keefe Stevens Advisory, Inc. financial advisors
Every SEC-registered investment adviser representative at O'Keefe Stevens Advisory, Inc., by the state and city of the office they work from.
5 registered advisors work at O'Keefe Stevens Advisory, Inc., in 1 state and 1 city; the most are in Rochester, NY (5). 3 list the CFP designation and 0 are also registered broker representatives.
Search every O'Keefe Stevens Advisory, Inc. advisor by name →Who joined and left O'Keefe Stevens Advisory, Inc. →O'Keefe Stevens Advisory, Inc.: assets, clients and custodians →
Cities with the most O'Keefe Stevens Advisory, Inc. advisors
O'Keefe Stevens Advisory, Inc. advisors by state
Questions
How many financial advisors does O'Keefe Stevens Advisory, Inc. have?
5 investment adviser representatives are registered with O'Keefe Stevens Advisory, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 0 are also registered as broker representatives.
Where does O'Keefe Stevens Advisory, Inc. have the most advisors?
Rochester, NY, with 5 registered advisors. By state, New York has the most, with 5.
How do I find a O'Keefe Stevens Advisory, Inc. financial advisor near me?
Pick your state below, then your city, to see every O'Keefe Stevens Advisory, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at O'Keefe Stevens Advisory, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →