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Tyson Ross Keene

Investment Adviser Representative at Global Strategic Nextgen OCIO

Scottsdale, AZCRD #7898209Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tyson Ross Keene is an investment adviser representative with Global Strategic Nextgen OCIO in Scottsdale, AZ, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.

Office

7337 East Doubletree Ranch Road, Suite C-165
Scottsdale, AZ 85258

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/23/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 10/23/2024
Series 7
General Securities Representative Examination
Passed 10/9/2024
SIE
Securities Industry Essentials Examination
Passed 7/11/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Global Strategic Nextgen OCIOCurrent
9/18/2025 – Scottsdale, AZ
Charles Schwab & Co., Inc.
10/9/2024 – 5/27/2025Phoenix, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Keller Farms
    May 2017 – Jul 2017Collinsville, IL
  2. Collinsville High School
    Aug 2015 – May 2019Collinsville, IL
  3. Visionary Wealth Advisors
    May 2019 – Jul 2019Brentwood, MO
  4. Grand Canyon University
    Aug 2019 – Dec 2019Phoenix, AZ
  5. Gateway Convention Center
    Jan 2020 – Mar 2020Collinsville, IL
  6. Southwestern Illinois College
    Mar 2020 – Mar 2021Belleville, IL
  7. UPS Store
    Mar 2021 – May 2022Collinsville, IL
  8. Lerch Properties
    Jun 2022 – Jun 2023Maryville, IL
  9. Robert Chick Fritz
    Jun 2023 – Dec 2023Belleville, IL
  10. Southern Illinois University Edwardsville
    Aug 2022 – May 2024Edwardsville, IL
  11. Charles Schwab & Co., Inc.
    May 2024 – May 2025Phoenix, AZ
  12. Global Strategic Investment Solutions, LLC
    Jun 2025 – no end date reportedScottsdale, AZ
  13. Global Strategic Investment Solutions, LLC
    Sep 2025 – no end date reportedScottsdale, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Global Strategic Nextgen OCIO

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Scottsdale, AZ
SEC file number:
801-114835

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at Global Strategic Nextgen OCIO

4 other advisors in the directory

View Global Strategic Nextgen OCIO firm profile

Similar advisors in Scottsdale, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyson Ross Keene has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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