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Michael John Keenan

Alvin Clay Financial Advisors, LLC

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About Michael John Keenan

Michael John Keenan is a registered investment advisor representative with Alvin Clay Financial Advisors, LLC, based in Jenkintown, Pennsylvania. Michael has been in the industry since 2014 and holds the Series 66, SIE and Series 7 licenses. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Michael is also a Chartered Financial Consultant.

Firm Information

Michael Keenan is currently registered with Alvin Clay Financial Advisors, LLC. Alvin Clay Financial Advisors, LLC is an investment advisor registered with the SEC. The firm manages approximately $106,841,279 in assets for 224 clients. They offer a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth individuals.

$106.84M

Assets Under Management

Not reported

Total Clients

3

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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Michael Keenan’s Registration & Firm History

PA

03/16/2016 - Present

Alvin Clay Financial Advisors, LLC (JENKINTOWN PA)

PA

09/21/2015 - 12/21/2015

MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 11/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Keenan.
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