Caley Surro has been an investment adviser representative at Keenan since April 2023, and is not listed among the firm’s executive officers or direct owners.
Keenan, LLC is a Boston, MA firm with $202M under management, 751 clients and 26 advisers in one office, as of its April 2026 filing.
Investment adviser representative registrations
Caley Surro is registered as an investment adviser representative in 2 states. The first approvals date from April 2023; the most recent is Florida, in October 2026.
- FloridaSince 13 October 2026
- MassachusettsSince 25 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Caley Elisabeth Surro
- CRD
- 7724514
- Firm
- Keenan · CRD 285673
- Office
- 401 E Jackson St, Suite 3300, Tampa, FL 33602
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Caley Surro work?
Caley Surro is an investment adviser representative registered through Keenan, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Caley Surro a financial advisor?
Yes. Caley Surro has a current investment-adviser registration in Florida and Massachusetts, through Keenan since April 2023.
How many years of experience does Caley Surro have?
Caley Surro has 3 years in the financial industry, since April 2023, across 1 adviser firm.
What exams has Caley Surro passed?
Caley Surro passed the Series 65 in March 2023.
Where is Caley Surro based?
Caley Surro’s registered office is in Tampa, FL.
Is Caley Surro registered with FINRA?
No. Caley Surro has no current broker registration.
How can I verify Caley Surro’s record?
Search CRD 7724514 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caley Surro’s full registration record.