Justin Dean Stevens
Investment adviser representative at O'keefe Stevens Advisory, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$585.6MFirm 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.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- O'keefe Stevens Advisory, Inc.Feb 2017 to now
- Sage Rutty & Co. IncFeb 2009 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
O'keefe Stevens Advisory, Inc.
$585.6MAssets managed
357Clients
5Advisers
9 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
- 5544125
- Firm CRD
- 286338