PATRICK O'KEEFE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2011-05-26 | 2018-07-13 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-06-22 | 2011-04-29 | — |
| MSI FINANCIAL SERVICES, INC. | 2008-09-29 | 2010-06-22 | — |