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Michael Patrick Keogh

Vcm Wealth Advisors

Red Bank, NJ

CRD 2275450

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Employer firm

Vcm Wealth Advisors CRD 337299

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Vcm Wealth Advisors

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-10
  • NJ RA
    APPROVED
    Since 2026-04-10

Branch Locations

Red Bank, NJ • 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
Credit Agricole New York NY 06/2015 12/2016
Mtek Fitness Corp Dba The Max Challenge; Red Bank NJ 08/2016 Present
Murnick Financial Group Fairfield NJ 12/2021 Present
Cetera Advisors Llc St Cloud MN 12/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 06/2015 → 12/2016
    Credit Agricole
    New York, NY
  • 08/2016 → Present
    Mtek Fitness Corp Dba The Max Challenge;
    Red Bank, NJ
  • 12/2021 → Present
    Murnick Financial Group
    Fairfield, NJ
  • 12/2021 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

NAME OF OTHER BUSINESS B20PCO TOMS RIVER LLC:; INVESTMENT RELATED: NO; ADDRESS: 1250 HOOPER AVE TOMS RIVER, NJ 08753; NATURE OF BUSINESS: RESTAURANT; START DATE: 3/2021; POSITION/TITLE/RELATIONSHIP: SILENT INVESTOR APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: SILENT INVESTOR IN RESTAURANT BUSINESS, NO RESPONSIBILITIES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
S63 Uniform Securities Agent State Law Examination 2000-01-24
  • S66 Uniform Combined State Law Examination
    2022-02-16
  • S63 Uniform Securities Agent State Law Examination
    2000-01-24

View on SEC IAPD

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