Reading Archives - O'Keefe Stevens Advisory, Inc.

5 Questions to Ask Before Leaving the Workforce for Good

Leaving the workforce is one of the biggest decisions you’ll ever make—and for most people, it doesn’t come with a […]

on May 13

ESOPs vs. ESPPs: Understanding the Difference and Benefits

ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg In my role as a financial advisor, I […]

by Grace Stolberg

on May 13

Planning for College

Planning for College: Timely tips for families when college is right around the corner. May 5, 2026 Written by: Kellan […]

by Kellan Peer

on May 5

O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List

Rochester, NY – August 21, 2024 – O’Keefe Stevens Advisory, a leading investment advisory firm based in Rochester, NY, is […]

by Carly Flanigan

on Aug 22

O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000

O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]

by Carly Flanigan

on Aug 13

Article Feature: Dominick D’Angelo in the Real Deal

O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured in an article on The Real Deal. Click […]

by Dominick D'Angelo

on Jun 5

Check Your Retirement Readiness in Under 3 Minutes.

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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 © 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.