William Keefe has been an investment adviser representative at McRae Capital Management since January 2017, and is not listed among the firm’s executive officers or direct owners.
McRae Capital Management Inc. is a Morristown, NJ firm with $795M under management, 820 clients and 5 advisers in one office, as of its September 2026 filing.
William Keefe’s longest registration is the current one, 9 years at McRae Capital Management since 2017. Before joining McRae Capital Management in 2017, William Keefe was registered through TSP Capital Management Group, LLC.
- – present · 9 yearsMorristown, NJ · Adviser representative · Firm CRD 104567
- TSP Capital Management Group, LLC– · 8 yearsSummit, NJ · Adviser representative · Firm CRD 131889
Investment adviser representative registrations
William Keefe is registered as an investment adviser representative in New Jersey, since January 2017.
- New JerseySince 11 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William F. Keefe
- CRD
- 5490653
- Firm
- McRae Capital Management · CRD 104567
- Office
- 230 Madison Avenue, Morristown, NJ 07960
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does William Keefe work?
William Keefe is an investment adviser representative registered through McRae Capital Management Inc. since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is William Keefe a financial advisor?
Yes. William Keefe has a current investment-adviser registration in New Jersey, through McRae Capital Management since January 2017.
How many years of experience does William Keefe have?
William Keefe has 17 years in the financial industry, since November 2008, across 2 adviser firms.
What exams has William Keefe passed?
William Keefe passed the Series 65 in November 2008.
Where is William Keefe based?
William Keefe’s registered office is in Morristown, NJ.
Is William Keefe registered with FINRA?
No. William Keefe has no current broker registration.
How can I verify William Keefe’s record?
Search CRD 5490653 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Keefe’s full registration record.
