Keebeck Wealth Management LLC

Keebeck Wealth Management LLC (CRD# 297496) is a financial advisory firm headquartered in Chicago, IL. They manage $1,596,643,140 in 603 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,597
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $2,647,833
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

AZ, FL, IL, KS, MI, NC, NE, OH, TX, WI

Financial Advisors at Keebeck Wealth Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Matthew P. Anderson
CRD#: 4617400
The Haven Collective, 620 E. Broad Street, Suite E, Columbus, OH 43215

Matthew Anderson (CRD# 4617400) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Columbus, OH and has over 8 years of experience in the finance industry. Matthew Anderson 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.

2
Christopher J. Duff
CRD#: 6420062
150 N. Riverside Plaza, Suite 1850, Chicago, IL 60606

Christopher Duff (CRD# 6420062) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Chicago, IL and has over 4 years of experience in the finance industry.

3
Bruce K. Lee
CRD#: 1464745
150 N. Riverside Plaza, Suite 1850, Chicago, IL 60606

Bruce Lee (CRD# 1464745) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Chicago, IL and has over 34 years of experience in the finance industry.

4
Joseph B. Polakoff
CRD#: 4429339
150 N. Riverside Plaza, Suite 1850, Chicago, IL 60606

Joseph Polakoff (CRD# 4429339) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.

5
Charles D. Robinson
CRD#: 5039975
150 N. Riverside Plaza, Suite 1850, Chicago, IL 60606

Charles Robinson (CRD# 5039975) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

6
Steve C. Vujevich
CRD#: 2886012
The Haven Collective, 620 E. Broad Street, Suite E, Columbus, OH 43215

Steve Vujevich (CRD# 2886012) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Columbus, OH and has over 21 years of experience in the finance industry.

7
Matthew C. Carey
CRD#: 7268315
150 N. Riverside Plaza, Suite 1850, Chicago, IL 60606

Matthew Carey (CRD# 7268315) is an Investment Advisor Representative working at Keebeck Wealth Management LLC in Chicago, IL and has 1 year of experience in the finance industry.

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