KP
Kellan C. Peer
O'KEEFE STEVENS ADVISORY
Rochester, NY
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CRD#: 7981212
KP
Professional summary
Kellan C Peer is a registered financial advisor currently at O'KEEFE STEVENS ADVISORY, INC. located in Rochester, New York.
Kellan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kellan has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Kellan Peer is the owner of two LLCs - Cardinal Power Wash and Arbitrage Fitness. Cardinal Power Wash is a power washing business for homes in the Monroe County Area. Arbitrage Fitness is an online personal training business. He has not operated either business in the past two months, but has not shut down the LLCs. Therefore, he spends 0 hours a month on each business. Kellan is a Registered Agent for Oasis Therapy LLC. This is his mother's private practice that he assisted her with setting up. He spends 3 hours per month on this business, all outside of trading hours. His work with Oasis Therapy consists of consulting and advising his mother on different business opportunities, assisting with her business plan, and finding a location for the practice.
CRS (Client Relationship Summary) - RIA
Click below to view Kellan C Peer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 1, 2025 - Present
O'KEEFE STEVENS ADVISORY, INC.
RIA
CRD#: 286338
Rochester, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OS
O'KEEFE STEVENS ADVISORY, INC.
O'KEEFE STEVENS ADVISORY, INC.
CRD#: 286338 / SEC#: 801-109944
RIA
Registered Investment Advisory firm - (2/8/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(7/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
OS
O'KEEFE STEVENS ADVISORY, INC.
O'KEEFE STEVENS ADVISORY, INC.
CRD#: 286338 / SEC#: 801-109944
RIA
Registered Investment Advisory firm - (2/8/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Rochester, NY
Mailing Address
Phone number
(585) 340-6538
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 798 |
| AUM (Assets Under Management) | $ 424,909,116 |
Red Flags
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