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Michael John O'KEeffe

Ameriprise Financial Services, LLC

Melville, NY

Farmingdale, NY

CRD 6149893

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-23
NY RA APPROVED 2021-11-03
  • TX RA
    APPROVED_RES
    Since 2025-10-23
  • NY RA
    APPROVED
    Since 2021-11-03

Branch Locations

1 Huntington Quad Ste 3N15, Melville, NY 11747 • United States

Farmingdale, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Paramus NJ 06/2014 01/2018
Ameriprise Financial Services Inc Melville NY 01/2018 03/2020
Ameriprise Financial Services, Llc Melville NY 03/2020 Present
  • 06/2014 → 01/2018
    Fidelity Brokerage Services Llc
    Paramus, NJ
  • 01/2018 → 03/2020
    Ameriprise Financial Services Inc
    Melville, NY
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Melville, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-15
  • S66 Uniform Combined State Law Examination
    2014-12-15
Other Names
  • Michael John Okeeffe
  • Michael John Okeeffe
  • Michael J O'KEeffe

View on SEC IAPD

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ROBERT LAWRENCE LEVINE
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Nearby Offices

CLEAR POINT ADVISORS, INC. · MELVILLE, NY
APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY

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