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Recent Posts
  • OSA Fact Sheet Q2 2026
  • The Second Chapter of the American Dream
  • Get Your Affairs in Order
  • Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility
  • Wealth Management in Rochester, NY: More Than Managing Your Portfolio
Recent Comments
  • Christine B on The Value Connection – Q1 2024
  • Dennis O. on Nvidia Letter to Clients
  • Krista V. on Nvidia Letter to Clients
  • Paul M. on Nvidia Letter to Clients
  • David N. on Nvidia Letter to Clients
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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.