Unclaimed Profile

Peter Creighton Keefe

AVENIR CORPORATION·ALEXANDRIA, Virginia

Series 7, Series 16, Series 63, Series 65Clean record21 years registeredAVENIR CORPORATION

277 SOUTH WASHINGTON STREET, ALEXANDRIA, VA 22314CRD# 720981Firm CRD# 110545

Profile Verification

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

Identity

Peter Creighton Keefe · ALEXANDRIA, VA

Registration

CRD #720981 · AVENIR CORPORATION · 21 years registered

Brand Profile

Not yet started

Career History

ROCKBRIDGE ASSET MANAGEMENT, LLC

Dec 2024 – present

AVENIR CORPORATION

Jun 2005 – May 2024

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 63

Series 65

Registration record

First registered · June 9, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVENIR CORPORATION

CRD 110545 · SEC 801-32509

AUM

$1.0B

Regulatory assets under management

Employees

487 client accounts

Services offered by AVENIR CORPORATION

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at AVENIR CORPORATION →

Introduction

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Frequently Asked Questions

What services does Peter Creighton Keefe offer?

Peter Creighton Keefe specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Peter Creighton Keefe's credentials?

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

Where is Peter Creighton Keefe located?

Peter Creighton Keefe is based in ALEXANDRIA, Virginia, working with AVENIR CORPORATION. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Peter Creighton Keefe charge for services?

Peter Creighton Keefe'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 AVENIR CORPORATION?

AVENIR CORPORATION has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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