Castlekeep Investment Advisors

Castlekeep Investment Advisors (CRD# 111656) is a financial advisory firm headquartered in Westport, CT. They manage $762,424,454 in 440 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
257 Riverside Avenue, 2nd Floor, Westport, CT 06880
http://www.castlekeepadvisors.com
By the Numbers
  • Total Assets Under Management
    762
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $1,732,783
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, DE, FL, IL, NJ, NY, TX

Financial Advisors at Castlekeep Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Haberstroh, financial advisor Westport CT
Stephen B. Haberstroh
CRD#: 4853300
257 Riverside Avenue, 2nd Floor, Westport, CT 06880

Stephen Haberstroh (CRD# 4853300) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 19 years of experience in the finance industry.

2
Lauren Quesada, financial advisor Westport CT
Lauren M. Quesada
CRD#: 6155900
257 Riverside Avenue, 2nd Floor, Westport, CT 06880

Lauren Quesada (CRD# 6155900) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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