Grace Stolberg
Investment adviser representative at O'keefe Stevens Advisory, Inc.
12 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
12 years in the industry.
- O'keefe Stevens Advisory, Inc.Sep 2023 to now
- SFG Wealth ManagementJun 2023 to Aug 2023
- Peppermint BoutiqueJan 2023 to May 2023
- Nazareth CollegeAug 2021 to May 2024
- The Perfect Blend Coffeehouse and EateryMay 2021 to Aug 2021
- NannySep 2020 to Apr 2021
- Charlie's RestaurantMay 2020 to Aug 2020
- NannyNov 2019 to Jul 2020
- Rushford Lake Boat LaunchMay 2019 to Aug 2019
- NannyJan 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7748985
- Firm CRD
- 286338