Castlekeep Investment Advisors

Castlekeep Investment Advisors (CRD# 111656) is a financial advisory firm headquartered in Westport, CT. They manage $768,738,029 in 181 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    769
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $4,247,171
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, DE, NY

Financial Advisors at Castlekeep Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Stephen B. Haberstroh
CRD#: 4853300
257 Riverside Avenue, 2nd Floor, Westport, CT 06880
93
Wealthminder
score

Stephen Haberstroh (CRD# 4853300) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 12 years of experience in the finance industry.

2
Lauren M. Quesada
CRD#: 6155900
257 Riverside Avenue, 2nd Floor, Westport, CT 06880
90
Wealthminder
score

Lauren Quesada (CRD# 6155900) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 3 years of experience in the finance industry.

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