Joseph Terence Keating
Investment adviser representative at Southstate Private Capital Management LLC
21 yearsExperience
1 stateRegistered in
$5BFirm assets
13 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Southstate Private Capital Management LLCJan 2026 to now
- Private Capital Management, LLCJan 2026 to now
- Southstate AdvisoryMar 2024 to now
- RBC BankSep 2005 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (AL).
Southstate Private Capital Management LLC
$5BAssets managed
712Clients
29Advisers
13 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
- 3215525
- Firm CRD
- 165306