Stephen Panos Keshishian
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm 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 feePerformance-based
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
11 years in the industry.
- CaptrustJun 2026 to now
- Trajan WealthAug 2025 to Jun 2026
- Park Avenue SecuritiesJun 2022 to Jun 2025
- Guardian Life Insurance CompanyJun 2022 to Jun 2022
- Quantus Wealth Strategies and Insurance SolutionsOct 2018 to Jan 2020
- Eagle Strategies LLCMay 2018 to May 2022
- Nylife Securities LLCJun 2015 to May 2022
- New York Life Insurance CompanyFeb 2015 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 6433788
- Firm CRD
- 175112