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Alexander Oreste Di martino

Investment adviser representative at Keenan Financial
12 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

12 years in the industry.

  1. Keenan FinancialAug 2024 to now
  2. Keenan Financial Insurance Agency Services LLCJul 2024 to now
  3. Wake Forest UniversityAug 2020 to May 2024
  4. USA HockeyJun 2019 to Aug 2020
  5. Xaverian Brothers High SchoolAug 2014 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7971392
Firm CRD
285673
Advisor's SEC record (opens in a new tab)
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