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Kevin M. O'keeffe

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CRD#: 2685840
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin M. O'keeffe, who also goes by Kevin M Okeeffe, Kevin Okeeffe, was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1995. Kevin had worked at 9 firms and has passed the Series 63, SIE, Series 21, Series 7 and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin M Okeeffe | Kevin Okeeffe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 12, 2017 - October 24, 2017

MMC SECURITIES LLC

BD
CRD#: 103846
NEW YORK, NY
Past

January 20, 2010 - April 24, 2015

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

July 21, 2008 - December 4, 2009

GAVIGAN EXECUTIONS, LLC

BD
CRD#: 147649
NEW YORK, NY
Past

April 10, 2007 - January 13, 2010

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY
Past

March 7, 2007 - July 23, 2008

BUCKLEY & YOUNG, LLC

BD
CRD#: 139690
RYE, NY
Past

October 7, 2002 - March 19, 2003

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

October 1, 2000 - October 26, 2001

BANC OF AMERICA SPECIALIST, INC.

BD
CRD#: 103971
NEW YORK, NY
Past

April 14, 1998 - August 28, 2000

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

November 16, 1995 - June 2, 1997

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/18/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 21
Date: 10/10/2000
NYSE Front Line Specialist Clerk
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 10/28/1999
NYSE Trading Assistant Examination

Current Firm


MS
MMC SECURITIES LLC
MARSH INSURANCE & INVESTMENTS CORP. | MMC SECURITIES LLC | MMC SECURITIES CORP. | MMC SECURITIES CORP | MMA NEW ENGLAND | MMA - BARNEY AND BARNEY | MIIC INSURANCE SERVICES CORP | MERCER H & B EXECUTIVE BENEFITS | MERCER DC ADVISORS; MMA NEW ENGLAND; MERCER H & B EXEC. BENEFITS | MERCER DC ADVISORS | MARSH INSURANCE AGENCY & INVESTMENTS CORP | MARSH INSURANCE & INVESTMENTS CORPORATION

CRD#: 103846 / SEC#: 801-60515, 8-52349

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1166 Avenue Of The Americas 31st Floor, New York, NY 10036
Mailing Address
1166 Avenue Of The Americas, New York, NY 10036
Phone number
(212) 345-5000
Established
Delaware since 04/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MMC SECURITIES ADV PART 2A (4/18/2019)

Direct owners and executive officers


NamePositionCRD#
MARSH INSURANCE & INVESTMENTS LLCSOLE MEMBER
BLACKMORE, KIMBERLY LYNNFINOP PRINCIPAL, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, DIRECTOR AND TREASURER2219307
HUM, CHI HONGPRESIDENT, ASSISTANT SECRETARY AND DIRECTOR1620728
KEANE, DARREN PETERDEPUTY CCO, DIRECTOR6900143
KUMAR, SHIVCEO AND DIRECTOR3165711
MA, JOHN SUNGPRINCIPAL OPERATIONS OFFICER5858075
WEINSTOCK, JUDITH ANNCCO, DIRECTOR AND SECRETARY8096565

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MMC SECURITIES LLC

CRD#: 103846

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