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).

Current Firm Details
https://www.okeefestevens.com
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $428,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NY, PA, TX

Financial Advisors at O'keefe Stevens Advisory, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Peter O'keefe, financial advisor Rochester NY
Peter S. O'keefe
CRD#: 1021195
One Bausch & Lomb Place, Suite 920, Rochester, NY 14604

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.

2
Justin Stevens, financial advisor Rochester NY
Justin D. Stevens
CRD#: 5544125
Rochester, NY

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.

3
Grace Stolberg, financial advisor Rochester NY
Grace Stolberg
CRD#: 7748985
Rochester, NY

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals