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Stephen Bryan Mckeon

COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, Oregon
Clean recordCOLLAB+CURRENCY MANAGEMENT, LLC
2720 E. 40TH AVENUE, EUGENE, OR 97405CRD# 7282963Firm CRD# 309133

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Bryan Mckeon · EUGENE, OR
Registration
CRD #7282963 · COLLAB+CURRENCY MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Bryan Mckeon is a registered financial advisor based in EUGENE, Oregon, affiliated with COLLAB+CURRENCY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COLLAB+CURRENCY MANAGEMENT, LLC
COLLAB+CURRENCY MANAGEMENT, LLC
AUM
$485M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at COLLAB+CURRENCY MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7282963
Firm CRD# 309133
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Bryan Mckeon offer?
Stephen Bryan Mckeon specializes in Retirement Planning. Contact their office in EUGENE, Oregon for a consultation.
What are Stephen Bryan Mckeon's credentials?
Stephen Bryan Mckeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Bryan Mckeon located?
Stephen Bryan Mckeon is based in EUGENE, Oregon, working with COLLAB+CURRENCY MANAGEMENT, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Stephen Bryan Mckeon charge for services?
Stephen Bryan Mckeon'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 COLLAB+CURRENCY MANAGEMENT, LLC?
COLLAB+CURRENCY MANAGEMENT, LLC has approximately 10 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLLAB+CURRENCY MANAGEMENT, LLC

Derek Edward Schloss
EUGENE, OR
Zachary Frederick Rosenblatt
EUGENE, OR
Colin Hudson Cassedy
EUGENE, OR

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Research
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