Grace
Stolberg
O'Keefe Stevens Advisory, Inc
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About this Advisor
Grace Stolberg is a financial advisor based in Rochester, New York, working with O'Keefe Stevens Advisory, Inc. Grace has previously held positions at Rushford Lake Boat Launch, Charlie's Restaurant, The Perfect Blend Coffeehouse and Eatery, Nazareth College, Peppermint Boutique, SFG Wealth Management, O'Keefe Stevens Advisory, and as a nanny. Grace has passed the Series 65 regulatory exam and is registered to provide services in Florida and New York. Currently, Grace is part of O'Keefe Stevens Advisory, Inc, which operates out of Rochester, New York. The firm has 7 employees and manages assets totaling $323.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at O'Keefe Stevens Advisory, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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O'Keefe Stevens Advisory, Inc Brokerage Details
$323,144,360
7
755
$428,006
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Grace Stolberg Work History
Nazareth College
O'Keefe Stevens Advisory
Peppermint Boutique
Sfg Wealth Management
The Perfect Blend Coffeehouse And Eatery
Nazareth College
Charlie'S Restaurant
Nanny
Rushford Lake Boat Launch
Nanny
Nanny
Disclosures
Please visit the SEC profile of Grace Stolberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at O'Keefe Stevens Advisory, Inc
Rochester, NY
Rochester, NY
Rochester, NY
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