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Robert Sanfelippo

KEY Investment Services LLC

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About Robert Sanfelippo

Robert Sanfelippo is an investment advisor representative at Key Investment Services LLC. Robert has over 6 years of experience in the financial services industry. Robert is licensed to sell securities in Washington. Robert has passed the Series 63, Series 65, Series 7, and SIE exams. Robert's previous employers include Pruco Securities, LLC, LPL Financial LLC, and KeyBank. Robert specializes in portfolio management for individuals and selection of other advisors. Key Investment Services LLC manages over $4.1 billion in assets under management. Key Investment Services LLC provides investment advisory services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Robert Sanfelippo 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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Robert Sanfelippo’s Registration & Firm History

OH

05/31/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

12/06/2017 - 04/14/2023

PRUCO SECURITIES, LLC. (Bothell WA)

WA

09/09/2016 - 12/19/2017

LPL FINANCIAL LLC (KIRKLAND WA)

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Licenses & Designations

IA

Issued 03/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Sanfelippo. Review regulatory record here.
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