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Stephen Braden Kelakos Haberstroh

CASTLEKEEP INVESTMENT ADVISORS LLC·WESTPORT, Connecticut
Clean recordCASTLEKEEP INVESTMENT ADVISORS LLC
257 RIVERSIDE AVENUE, WESTPORT, CT 06880-4822CRD# 4853300Firm CRD# 111656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Braden Kelakos Haberstroh · WESTPORT, CT
Registration
CRD #4853300 · CASTLEKEEP INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Braden Kelakos Haberstroh is a registered financial advisor based in WESTPORT, Connecticut, affiliated with CASTLEKEEP INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CASTLEKEEP INVESTMENT ADVISORS LLC
CASTLEKEEP INVESTMENT ADVISORS
AUM
$762M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CASTLEKEEP INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4853300
Firm CRD# 111656
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Braden Kelakos Haberstroh offer?
Stephen Braden Kelakos Haberstroh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Stephen Braden Kelakos Haberstroh's credentials?
Stephen Braden Kelakos Haberstroh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Braden Kelakos Haberstroh located?
Stephen Braden Kelakos Haberstroh is based in WESTPORT, Connecticut, working with CASTLEKEEP INVESTMENT ADVISORS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Stephen Braden Kelakos Haberstroh charge for services?
Stephen Braden Kelakos Haberstroh's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLEKEEP INVESTMENT ADVISORS LLC?
CASTLEKEEP INVESTMENT ADVISORS LLC has approximately 7 employees and manages $762M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CASTLEKEEP INVESTMENT ADVISORS LLC

Nancy Schuman Perrin
WESTPORT, CT
Charles Clark Kelakos Haberstroh
WESTPORT, CT
Lauren Michele Quesada
WESTPORT, CT
Marina Rosenkrantz
WESTPORT, CT
Charles Wesley Kelakos Haberstroh
WESTPORT, CT

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Research
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