Christopher Robert Keeney

Employer firm

The Retirement Smith LLC CRD 312623

$18.2M regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 10/2019
  Saybrus Partners
  Hartford, CT
• 11/2015 → 10/2019
  Saybrus Equity Services, Llc
  Boca Raton, FL
• 10/2020 → 04/2023
  Wyatt Investment Research
  Richmond, VA
• 06/2023 → Present
  The Retirement Smith Llc
  Fredericksburg, VA
• 10/2019 → 10/2020
  Boynton Beach Realty
  Boynton Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-05
• S63 Uniform Securities Agent State Law Examination
  2013-08-28

Other Names

• Chris Keeney