Steven Keirn, financial advisor Palo Alto CA

Steven Keirn

CRD Number: 5020982
Current Firm: The Colony Group, LLC

Steven Keirn (CRD# 5020982) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry. Steven Keirn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Colony Group, LLC Boston, MA Mar 2024 - Current < 1
G.w. & Wade, Inc. Wellesley, MA Sep 2004 - Mar 2024 19
G.w. & Wade Asset Management Company, Inc. Wellesley, MA Aug 2005 - Dec 2023 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Steven D. Keirn
Phone Number: 617-723-8200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,880
    MILLIONS
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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