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Katrina Alice O'Sullivan

KEY Investment Services LLC

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About Katrina Alice O'Sullivan

Katrina Alice O'Sullivan is an investment advisor representative with KEY Investment Services LLC. Katrina has been in the industry since May 20, 2002. Katrina is registered with the state of New York, with KEY Investment Services LLC. Prior to joining KEY Investment Services LLC, Katrina worked at McDonald Investments Inc. Katrina has a Series 65, Series 63, Series 7 and SIE. Katrina specializes in Retirement and Investments.

Firm Information

Katrina O'Sullivan is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katrina O'Sullivan’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Niagara Falls NY)

OH

05/20/2002 - 01/11/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 07/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katrina Alice O'Sullivan.
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