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Sarah Ann Alexander

KEY Investment Services LLC

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About Sarah Ann Alexander

Sarah Alexander is a registered representative with Key Investment Services LLC. Sarah is licensed in 52 states and is also registered as an Investment Advisor Representative in Colorado and Texas. Sarah has been in the securities industry for over a year and holds Series 66, 7TO, and SIE licenses. Sarah specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Sarah is committed to helping her clients achieve their financial goals.

Firm Information

Sarah Alexander 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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Sarah Alexander’s Registration & Firm History

CO

12/17/2024 - Present

KEY Investment Services LLC (Parker CO)

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Licenses & Designations

BOTH

Issued 09/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Sarah Ann Alexander.
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