O'keefe Stevens Advisory, Inc.
O'keefe Stevens Advisory, Inc. (CRD# 286338) is a financial advisory firm headquartered in , . They manage $323,144,360 in 755 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management323MILLION
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Total Number of Accounts755ACCOUNTS
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Average Account Value$428,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NY, PA, TX
Peter O'keefe (CRD# 1021195) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 42 years of experience in the finance industry.
Justin Stevens (CRD# 5544125) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.
Grace Stolberg (CRD# 7748985) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has 1 year of experience in the finance industry.