October 2024 - O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory Value Connection Newsletter cover, 2024 Q4

The Value Connection – Q4 2024

State of O’Keefe Stevens Advisory: Q3 2024 Update State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens […]

by Justin Stevens

on Oct 28

O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2024 Q3

Quarterly Investor Letter Q3 2024

Quarterly Investor Letter Q3 2024 October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed […]

by Dominick D'Angelo

on Oct 14

Advisor reviewing printed financial reports with a client across a desk

OSA Fact Sheet Q3 2024

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]

by Peter O'Keefe

on Oct 2

Check Your Retirement Readiness in Under 3 Minutes.

Start your journey to financial peace of mind with instant clarity.

Take the Free Assessment

New York

One Bausch and Lomb Place, Suite 920, Rochester, NY 14604
Phone: (585) 340-6538

Florida

255 Giralda Ave
Coral Gables, FL 33134
Phone: (786) 541-8699

Hours of Operation

Monday through Friday
9:00am to 5:00pm

Disclosures Privacy Statement FINRA'S Broker Check © 2026 O’Keefe Stevens Advisory, Inc. All rights reserved. This content cannot be copied without express written consent of O’Keefe Stevens Advisory, Inc.

Investment advisory services offered through O’Keefe Stevens Advisory, Inc., an SEC Registered Investment Advisor.

Our Work

The numbers for "Clients We Serve," "Assets Under Management," and "Percentage in Top 10 Holdings," are as of June 30, 2026.

Additional information about O’Keefe Stevens Advisory, Inc. is also available online at www.adviserinfo.sec.gov or http://brokercheck.finra.org/. CRD # 286338

Testimonials Disclosure:
The testimonials provided are from current O’Keefe Stevens Advisory clients. These are unsolicited statements and are shared with the permission of each client. No compensation is provided for these testimonials and no known conflicts of interest exist (i.e. statements from family members, employees, etc.). Each client retains the right to request immediate removal of these statements from our marketing materials at any time.