William Keefe, financial advisor Summit NJ
93 score

William Keefe

CRD Number: 5490653
Current Firm: Tsp Capital Management Group, LLC

William Keefe (CRD# 5490653) is an Investment Advisor Representative working at Tsp Capital Management Group, LLC in Summit, NJ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tsp Capital Management Group, LLC Summit, NJ Jan 2008 - Current 8
The Alm Network Abington, PA Jun 2007 - Dec 2007 < 1
First Morris Bank And Trust Morristown, NJ Mar 2004 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for William F. Keefe
Phone Number: 908-273-2105
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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