William Keefe, financial advisor Morristown NJ

William Keefe

CRD Number: 5490653
Current Firm: Mcrae Capital Management Inc.

William Keefe (CRD# 5490653) is an Investment Advisor Representative working at Mcrae Capital Management Inc. in Morristown, NJ and has over 15 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Morristown NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Morristown NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Morristown NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Mcrae Capital Management Inc. Morristown, NJ Apr 2016 - Current 7
Tsp Capital Management Group, LLC Summit, NJ Jan 2008 - Apr 2016 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for William F. Keefe
Phone Number: 973-387-1080
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    702
    MILLIONS
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $857,637
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, MA, NE, NH, NJ, NY, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.