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David Francis Keefe

Eagle Strategies LLC

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About David Francis Keefe

David Francis Keefe is an active investment advisor representative, licensed to operate in Massachusetts and Texas. David is a Registered Representative with Eagle Strategies LLC. He is a seasoned financial professional with over 30 years of experience in the financial services industry. David has earned the Series 6, Series 63, Series 65, and SIE licenses. He is also registered in 25 states. David's expertise lies in providing comprehensive financial planning services to individuals, families, and corporations. His focus is on helping clients achieve their long-term financial goals through personalized strategies and investment guidance. He holds a special interest in assisting individuals with their insurance needs.

Firm Information

David Keefe is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

201 JONES ROAD

WALTHAM, MA 02451

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Keefe’s Registration & Firm History

MA

10/03/2017 - Present

Eagle Strategies LLC (WALTHAM MA)

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Licenses & Designations

IA

Issued 1/26/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for David Francis Keefe. Review regulatory record here.
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