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Seeking Investment Advisors

Keenan Investment Management is looking for forward thinking investment advisors who are looking to work in a proactive, dynamic environment and are looking for a more personal outlook for their current of future investment clients.

Advisor Position Details

Details Must be qualified to function as an Investemnt Advisor in the states in which they operate. Must have a minimum of 25 million AUM solely in fee based revenue producing assets.

Advisor Qualifications

In addition to the above requirements the advisor should have a clean compliance and regulatory record as well as an ethical attitude towards clients and the investment business in general. It would also be beneficial for the IA to have internationally based experience in regions outside the US territories and have dealt with clients with assets particularly in China and Russia.

Advisor Application

Advisors will need to send their resumes once we have contacted them in response to the Contact Request form that should be filled out in the "Contact Us" page on this site.

We will also require that the two forms attached below be filled out and faxed to the Fax # at the bottom of this page.

Agent Questionnaire_May 2009

FormNY-IAQ