Matthew Joseph O'keefe
Investment adviser representative at Back Bay Financial Planning & Investments
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$120.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Back Bay Financial Planning & InvestmentsAug 2026 to now
- Back Bay Planning & InvestmentsAug 2026 to now
- Equitable Advisors, LLCJul 2010 to Aug 2026
- AXA Advisors, LLCJul 2010 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (DE, MD).
Back Bay Financial Planning & Investments
Legal name: Back Bay Financial Planning & Investments, LLC
$120.5MAssets managed
94Clients
2Advisers
Under 1 yearIn 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
- 5822776
- Firm CRD
- 335236