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William Keefe

Raymond James Financial Services Advisors, Inc

Newton Lower Falls, MA

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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-25
  • MA RA
    APPROVED
    Since 2025-08-25

Branch Locations

2345 Washington Street Suite 101, Newton Lower Falls, MA 02462 • 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. Newton Lower Falls MA 01/2023 Present
Rsm Us Llp Boston MA 06/2024 08/2024
99 Restaurant & Pub Canton MA 05/2022 08/2022
Home Depot Avon MA 05/2021 01/2022
Bentley University Waltham MA 09/2021 12/2024
Canton High School Canton MA 09/2017 05/2021
Galvin Middle School Canton MA 09/2014 09/2017
North Atlantic Investment Partners Newton Lower Falls MA 06/2025 Present
Raymond James Financial Services Advisors, Inc Newton Lower Falls MA 08/2025 Present
  • 01/2023 → Present
    Raymond James Financial Services Inc.
    Newton Lower Falls, MA
  • 06/2024 → 08/2024
    Rsm Us Llp
    Boston, MA
  • 05/2022 → 08/2022
    99 Restaurant & Pub
    Canton, MA
  • 05/2021 → 01/2022
    Home Depot
    Avon, MA
  • 09/2021 → 12/2024
    Bentley University
    Waltham, MA
  • 09/2017 → 05/2021
    Canton High School
    Canton, MA
  • 09/2014 → 09/2017
    Galvin Middle School
    Canton, MA
  • 06/2025 → Present
    North Atlantic Investment Partners
    Newton Lower Falls, MA
  • 08/2025 → Present
    Raymond James Financial Services Advisors, Inc
    Newton Lower Falls, MA
Other Businesses

North Atlantic Investment Partners not investment related Newton, MA DBA/Support Company Advisor start date: 01/2025 0 hrs per month 0 during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-02
  • S66 Uniform Combined State Law Examination
    2025-08-02

View on SEC IAPD

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Other Offices

FIDUCIARY WEALTH PARTNERS, LLC · NEWTON LOWER FALLS, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA
MONADNOCK CAPITAL PARTNERS, LLC · Newton, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton Lower Falls, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton Lower Falls, MA
CAPTRUST · Newton, MA
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