Steven Michael vitangelo Keeley
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
14 years in the industry.
- Osaic Wealth, Inc.Feb 2026 to now
- Fidelity InvestmentsAug 2022 to Nov 2025
- UnemployedJan 2022 to Aug 2022
- J.P. Morgan Securities LLCNov 2019 to Jan 2022
- JPMorgan Chase Bank, N.A.Nov 2019 to Feb 2021
- Lyncean RealtyJul 2019 to Oct 2019
- Paula Jean's Coffee BeanJan 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7203174
- Firm CRD
- 23131