UBS Financial Services
46yrs
Top advisor by experience in Rochester
45yrs
Peter Shaw O'Keefe
Financial advisor at O'Keefe Stevens Advisory
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience at O'Keefe Stevens Advisory
OfficeOne Bausch & Lomb Place Suite 920, Rochester, NY 14604
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through O'Keefe Stevens Advisory
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowO'Keefe Stevens Advisory, Inc.Current firm
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call O'Keefe Stevens Advisory at 585-340-6538 and ask for Peter Shaw O'Keefe. Peter works from the Rochester, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1981, about 45 years. Top advisor by experience at O'Keefe Stevens Advisory.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
O'Keefe Stevens Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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