O'keefe Stevens Advisory, Inc.

CRD 286338 · $585.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286338
SEC number: 801-109944
Firm type: RIA
Assets under management: $585.6M as of Jan 12, 2026
Website: www.okeefestevens.com ↗
Phone: 585-340-6538
Address: Not yet retrieved from the source record

Advisors at this firm

4 in our index · page 1 of 1

Peter Shaw O'keefeCRD 1021195 · Rochester, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Kellan C PeerCRD 7981212 · Rochester, NY

IA Registered
Justin Dean StevensCRD 5544125 · Rochester, NY

IA RegisteredRegistration inactive
Grace StolbergCRD 7748985 · Rochester, NY

IA Registered

Source & corrections

Where this page comes from

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