Best Investors Account Sign in

Ehan O'DOnnell Keator

Raymond James Financial Services Advisors, Inc

Lenox, MA

CRD 7313781

Claim This Profile
Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-23
MA RA APPROVED 2026-03-19
  • NY RA
    APPROVED
    Since 2026-03-23
  • MA RA
    APPROVED
    Since 2026-03-19

Branch Locations

218 Main Street, Lenox, MA 01240 • 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
Raymond James Financial Services, Inc. Lenox MA 11/2020 07/2021
University Of St. Andrews St. Andrews 09/2016 06/2020
Mfs Boston MA 06/2019 08/2019
Wfa Finet Lenox MA 06/2018 08/2018
Unemployed Lenox MA 05/2016 09/2016
Unemployed Lenox MA 06/2020 10/2020
Davenport & Company Llc Richmond VA 07/2021 01/2026
Raymond James Financial Services, Inc. Lenox MA 03/2026 Present
Raymond James Financial Services Advisors, Inc. Lenox MA 03/2026 Present
Raymond James Financial Services Advisors Inc. Lenox MA 03/2021 07/2021
Previous Registrations
Other Businesses

(1)Name of Business: Ehandale Corp Address: 6811 Route 9 Ste 9, Rhinebeck, NY, 12572-1150, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Ehandale is a holding company with a 1/3 interest in Keator Group LLC. Administrative responsibilities (2)Name of Business: Keator Group LLC Address: 6811 Route 9 Ste 9, Rhinebeck, NY, 12572-1150, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advising

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-01
  • S66 Uniform Combined State Law Examination
    2021-02-01
Other Names
  • Ehan O'DOnnell George Keator
  • Ehan O'DOnnell Keator
  • Ehan Keator
  • Ehan Odonnell Keator

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Lenox, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor