Liam Leo Keefe
Investment adviser representative at Alliancebernstein L.P.
17 yearsExperience
1 stateRegistered in
$763.4BFirm assets
27 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 assetsSubscriptionFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Alliancebernstein L.P.Jun 2026 to now
- Alliance BernsteinJun 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsMay 2025 to Apr 2026
- Hitachi Vantara FederalMay 2024 to May 2025
- Clemson UniversityAug 2021 to May 2025
- Our Lady of Good Counsel High SchoolAug 2017 to May 2021
- Saint John's Episcopal SchoolSep 2009 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Alliancebernstein L.P.
$763.4BAssets managed
30,285Clients
516Advisers
27 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
- 8105539
- Firm CRD
- 108477