Phoebe O'keeffe is a registered investment advisor, based in Austin, TX, with 1 years of industry experience.
Location
Austin, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Kestra Investment Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2025 - September 2025 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2025 - September 2025 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.