Joseph Byron Polakoff
Investment adviser representative at Keebeck Wealth Management
25 yearsExperience
2 statesRegistered in
$2BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Keebeck Wealth Management LLCJul 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jul 2001 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Keebeck Wealth Management
Legal name: Keebeck Partners, LLC
$2BAssets managed
150Clients
5Advisers
8 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
- 4429339
- Firm CRD
- 297496