Client Logins

OSA Client Portal

O’Keefe Stevens

Schwab Alliance Portal

Charles Schwab

ShareFile Login & Instructions

Log into ShareFile to view your upcoming meeting materials, past meeting documents, or to share important files with our team.

ShareFile Login*

ShareFile Login

ShareFile Instructions

Upload Files to our Team

Upload via sharefile

*Note: When you click on the ShareFile login button – enter the domain okeefestevensadvisory. You will then be directed to the login page.

Client Meetings

Justin Stevens

Schedule a Meeting

Grace Stolberg

Schedule a Meeting

Kellan Peer

Schedule a Meeting

Peter O’Keefe

Schedule a Meeting

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 © 2025 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, 2024

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.