Christopher Keeney (CRD# 6145419) is an Investment Advisor Representative working at The Retirement Smith LLC in Fredericksburg, VA and has over 10 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Retirement Smith LLC | Fredericksburg, VA | Jun 2023 - Current | < 1 |
Wyatt Investment Research | Richmond, VA | Oct 2020 - Apr 2023 | 2 |
Boynton Beach Realty | Boynton Beach, FL | Oct 2019 - Oct 2020 | 1 |
Saybrus Equity Services, LLC | Boca Raton, FL | Nov 2015 - Oct 2019 | 3 |
Saybrus Partners | Hartford, CT | Oct 2015 - Oct 2019 | 4 |
Citytwist | Boca Raton, FL | Nov 2014 - Oct 2015 | < 1 |
Advanced Tech Support | Boca Raton, FL | Oct 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2013 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
VA
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