Sheila Keator, financial advisor Lenox MA

Sheila Keator

CRD Number: 723075
Current Firm: Raymond James Financial Services Advisors, Inc.

Sheila Keator (CRD# 723075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Lenox, MA Oct 2019 - Current 4
Raymond James Financial Services, Inc. Lenox, MA Oct 2019 - Current 4
Keator Group, LLC Lenox, MA May 2013 - Current 10
Keator Group, LLC Lenox, MA Jun 2005 - Current 18
Wells Fargo Advisors Financial Network LLC Lenox, MA May 2009 - Oct 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1981
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Sheila N. Keator
Phone Number: 727-567-3020
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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