Gregg Andrew Okeefe
Investment adviser representative at Congress Asset Management Company, LLP
40 yearsExperience
1 stateRegistered in
CFADesignation
$14.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
40 years in the industry.
- Congress Asset Management Company, LLPMay 1986 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (MA).
Congress Asset Management Company, LLP
$14.2BAssets managed
8,312Clients
16Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2276823
- Firm CRD
- 105161