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Financial ADVSR advisor directory · SEC adviser records

O'Keefe Stevens Advisory, Inc. financial advisors in New York

Every SEC-registered investment adviser representative at a O'Keefe Stevens Advisory, Inc. office in New York, by city and A to Z.

The short answer

5 registered advisors work at O'Keefe Stevens Advisory, Inc. in New York, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Rochester (5). 3 list the CFP designation and 0 are also registered broker representatives.

O'Keefe Stevens Advisory, Inc. advisors by city in New York

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Rochester 5

O'Keefe Stevens Advisory, Inc. advisors in New York, A to Z

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Questions

How many O'Keefe Stevens Advisory, Inc. financial advisors are in New York?

5 investment adviser representatives are registered at O'Keefe Stevens Advisory, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does O'Keefe Stevens Advisory, Inc. have the most advisors?

Rochester, with 5. O'Keefe Stevens Advisory, Inc. has advisors in 1 city in New York.

How do I check a O'Keefe Stevens Advisory, Inc. advisor in New York?

Each advisor below 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. Advisors are listed at the city of the O'Keefe Stevens Advisory, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.