Brian O'keefe is a registered investment advisor, based in Holbrook, NY, with 17 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
411 Furrows Road, Holbrook, NY, 11741
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Regulatory History (1)
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Criminal
October 1984Final Disposition
Employment History
Current Registrations
State Farm Vp Management CORP.
August 2026 - Present · 2 mos
State Farm Vp Management CORP.Broker
August 2026 - Present · 2 mos
State Farm Investment Management CORP.
August 2026 - Present · 2 mos
Previous Registrations
State Farm Vp Management CORP.Broker
August 2007 - September 2024 · 17 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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