Matthew Keefe, financial advisor Tacoma WA

Matthew Keefe

CRD Number: 3273518
Current Firm: Columbia River Advisors

Matthew Keefe (CRD# 3273518) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Mkt And Associates LLC Cave Creek, AZ Feb 2023 - Current 1
Columbia River Advisors LLC Tacoma, WA Jun 2016 - Current 7
Morgan Stanley Distribution, Inc. Gig Harbor, WA May 2014 - Jun 2016 2
Russell Investments Tacoma, WA Jun 2009 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Matthew P. Keefe
Phone Number: (253) 589-1401
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    472
    MILLIONS
  • Total Number of Accounts
    1,049
    ACCOUNTS
  • Average Account Value
    $449,822
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, FL, IN, MT, NC, OH, OR, WA, WI

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