Kellan C Peer
Investment adviser representative at O'keefe Stevens Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$585.6MFirm assets
9 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
11 years in the industry.
- O'keefe Stevens Advisory, Inc.Feb 2025 to now
- Mapstone Veritas Financial GroupSep 2024 to Feb 2025
- Noticestry LLCSep 2023 to Apr 2024
- Stellar RoofingMar 2023 to Jul 2023
- St. John Fisher UniversitySep 2022 to May 2024
- McdonaldsFeb 2022 to Sep 2022
- Bill Gray'sDec 2021 to Jan 2022
- Green Acres Farm & NurseryAug 2020 to Dec 2021
- Hilton School & St. John Fisher UniversityJun 2015 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7981212
- Firm CRD
- 286338