Unclaimed Profile

Edward Joseph Keefe

TAC PARTNERS, INC.·BOSTON, Massachusetts

Clean recordTAC PARTNERS, INC.

53 STATE STREET, BOSTON, MA 02109-3208CRD# 5934446Firm CRD# 158249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Joseph Keefe · BOSTON, MA

Registration

CRD #5934446 · TAC PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Edward Joseph Keefe is a registered financial advisor based in BOSTON, Massachusetts, affiliated with TAC PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TAC PARTNERS, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAC PARTNERS, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5934446

Firm CRD# 158249

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Edward Joseph Keefe offer?

Edward Joseph Keefe specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Edward Joseph Keefe's credentials?

Edward Joseph Keefe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Joseph Keefe located?

Edward Joseph Keefe is based in BOSTON, Massachusetts, working with TAC PARTNERS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Edward Joseph Keefe charge for services?

Edward Joseph Keefe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAC PARTNERS, INC.?

TAC PARTNERS, INC. has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →