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Mark Joseph Keeler

WALTHAUSEN & CO., LLC·CLIFTON PARK, New York
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9 EXECUTIVE PARK DRIVE, CLIFTON PARK, NY 12065CRD# 3124541Firm CRD# 144996
01

About

Mark Joseph Keeler is a registered financial advisor based in CLIFTON PARK, New York, affiliated with WALTHAUSEN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WALTHAUSEN & CO., LLC
WALTHAUSEN & CO., LLC
AUM
$489M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WALTHAUSEN & CO., LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3124541
Firm CRD# 144996
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Joseph Keeler offer?
Mark Joseph Keeler specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CLIFTON PARK, New York for a consultation.
What are Mark Joseph Keeler's credentials?
Mark Joseph Keeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Keeler located?
Mark Joseph Keeler is based in CLIFTON PARK, New York, working with WALTHAUSEN & CO., LLC. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.
How does Mark Joseph Keeler charge for services?
Mark Joseph Keeler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALTHAUSEN & CO., LLC?
WALTHAUSEN & CO., LLC has approximately 8 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLIFTON PARK
Andrew Gregory Guzzetti — DLG WEALTH MANAGEMENT LLCJeffrey Spencer Sargent — HOLISTIC WEALTH ADVISORSWalton Aldrich Williams — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCPaul Joseph Corr — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCWendy-Sue Elliott — ETICO WEALTH MANAGEMENT LLC
Nearby cities in New York
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City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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