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Joseph Byron Polakoff

Keebeck Wealth Management LLC

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About Joseph Byron Polakoff

Joseph Byron Polakoff is a financial advisor with Keebeck Wealth Management LLC. Joseph Polakoff has been working in the financial services industry since December 2001 and has passed a number of industry exams, including the Series 7, Series 9, Series 10, and Series 66 exams. Joseph Polakoff is registered to provide investment advice in Illinois and Texas. Joseph Polakoff is also the founder and general partner of HIFS SPV, LLC. Prior to joining Keebeck Wealth Management LLC, Joseph Polakoff worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Joseph Polakoff is currently registered with Keebeck Wealth Management LLC. Keebeck Wealth Management LLC is a registered investment advisor based in Chicago, IL. The firm manages approximately $1.62 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management for individuals and pooled investment vehicles. They are also registered with the SEC.
Keebeck Wealth Management LLC

150 N. RIVERSIDE PLAZA

CHICAGO, IL 60606

$1.62B

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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Joseph Polakoff’s Registration & Firm History

IL

05/01/2019 - Present

Keebeck Wealth Management LLC (CHICAGO IL)

IL

10/20/2010 - 07/12/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

NY

12/21/2001 - 11/04/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/29/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Byron Polakoff.
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