Matthew Francis Keefe
Professional Summary
Matthew Francis Keefe is a registered financial advisor currently at EDGEPOINT CAPITAL ADVISORS LLC located in Beachwood, Ohio. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
EDGEPOINT CAPITAL ADVISORS LLC
Contact Information
Main Address
3201 Enterprise Parkway Suite 460, Beachwood, OH 44122Mailing Address
3201 Enterprise Parkway Suite 460, Beachwood, OH 44122Phone Number
(216) 831-2430Established
Ohio since 10/01/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EP HOLDCO CORP | SHAREHOLDER OF CLASS A SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | — |
| KEEFE, MATTHEW FRANCIS | SHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | 5064000 |
| STAFFORD, THOMAS GORDON JR | SHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | 4506126 |
| HERUBIN, JOHN FELIX | MANAGING DIRECTOR/CCO | 4343060 |
| ZUCKER, THOMAS CHARLES | PRESIDENT, FINOP | — |
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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.
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State Registrations and Notice Filings
(9/12/2025)
(6/18/2026)
(1/31/2023)
(1/6/2025)
(2/6/2025)
(8/15/2025)
(5/12/2026)
(8/9/2016)
(6/18/2026)
(4/10/2017)
(9/16/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2016About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Francis Keefe's CRS (Customer Relationship Summary).
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