Caley Elisabeth Surro
Investment adviser representative at Keenan Financial
14 yearsExperience
1 stateRegistered in
$202.5MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Keenan Financial Insurance Agency Services LLCFeb 2023 to now
- Keenan FinancialDec 2022 to now
- University of South FloridaJul 2019 to Dec 2022
- StudentSep 2012 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Keenan Financial
Legal name: Keenan, LLC
$202.5MAssets managed
751Clients
21Advisers
2 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
- 7724514
- Firm CRD
- 285673