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Financial ADVSR advisor directory · SEC adviser records

O'Keefe Stevens Advisory, Inc. financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a O'Keefe Stevens Advisory, Inc. office in Rochester, A to Z.

The short answer

5 registered advisors work at O'Keefe Stevens Advisory, Inc. in Rochester, out of 5 at the firm nationwide; it ranks number 38 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

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

Every O'Keefe Stevens Advisory, Inc. advisor →

O'Keefe Stevens Advisory, Inc. advisors in every city and state →O'Keefe Stevens Advisory, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Rochester

All Rochester advisors →

LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23

Questions

How many financial advisors does O'Keefe Stevens Advisory, Inc. have in Rochester?

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

Is O'Keefe Stevens Advisory, Inc. one of the largest advisor employers in Rochester?

O'Keefe Stevens Advisory, Inc. ranks number 38 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.