Ivor Patrick O'keeffe
Investment adviser representative at RBC Securities, Inc.
19 yearsExperience
3 statesRegistered in
$1.5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- RBC Securities, IncSep 2024 to now
- City National Securities, Inc.Jul 2024 to now
- Flagstar AdvisorsApr 2023 to Jul 2024
- Flagstar BankApr 2023 to Jul 2024
- Signature BankApr 2015 to Apr 2023
- Signature Securities Group Corp.Mar 2007 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, NY).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 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
- 2397120
- Firm CRD
- 103705