Christopher Keeney, financial advisor Fredericksburg VA

Christopher Keeney

CRD Number: 6145419
Current Firm: The Retirement Smith LLC

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.

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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
Disclosure Information

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
Contact Info for Christopher R. Keeney
Phone Number: (540) 371-9777
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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