O'KEEFE STEVENS ADVISORY, INC. is an SEC-registered investment adviser (CRD 286338). Regulatory assets under management: $585.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Peter Shaw O'Keefe | TREASURER | — |
| Justin Dean Stevens | PRESIDENT/SECRETARY | — |
| Carly Elizabeth Flanigan | CHIEF COMPLIANCE OFFICER | — |
| O'KEEFE PETER SHAW | TREASURER; TREASURER/CHIEF COMPLIANCE OFFICER | — |
| STEVENS JUSTIN DEAN | PRESIDENT/SECRETARY | — |
| FLANIGAN CARLY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |