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Sara Pagliaro

KEY Investment Services LLC

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About Sara Pagliaro

Sara Pagliaro is an investment professional with over a decade of experience in the financial services industry. Sara has a proven track record of providing comprehensive financial guidance to individuals and families. Sara currently holds a Series 6, 63, and Series 6TO licenses and is affiliated with Key Investment Services LLC. Prior to joining Key, Sara was a registered representative with J.P. Morgan Securities LLC and Chase Investment Services Corp.

Firm Information

Sara Pagliaro 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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Sara Pagliaro’s Registration & Firm History

NY

05/14/2024 - Present

KEY Investment Services LLC (PENFIELD NY)

NY

10/23/2019 - 09/20/2023

J.P. MORGAN SECURITIES LLC (WEBSTER NY)

NY

10/01/2012 - 10/07/2015

J.P. MORGAN SECURITIES LLC (WEBSTER NY)

NY

09/13/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WEBSTER NY)

NY

04/08/2010 - 11/17/2010

CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)

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Licenses & Designations

BC

Issued 12/04/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/12/2019

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Pagliaro.
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