RK
Robert Keenan
CRD 2000976
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| St. Bernard Financial Services, Inc. | Registered representative | 07/20/2026 |
| St Bernard Asset Management, Inc. | Registered representative | 07/20/2026 |
| New Day Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
New Day Wealth Management, Llc
Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer, Chief Legal Officer · 10% – 25% · Dec 2024
-
St. Bernard Financial Services, Inc.
Ceo, Cco, Trustee Of Robert Keenan Trust · Less than 5% · May 2024
-
St. Bernard Financial Services, Inc.
Trustee · 75% or more · May 2024
-
St Bernard Asset Management, Inc.
Ceo, Cco · Less than 5% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗