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Savong S Lam

KEY Investment Services LLC

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About Savong S Lam

Savong Lam is an investment professional with experience in the financial services industry. Savong is currently registered with Key Investment Services LLC, and previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Key Investment Services LLC. Savong's professional qualifications include passing the Series 63, SIE, and Series 6 examinations.

Firm Information

Savong Lam 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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Savong Lam’s Registration & Firm History

OH

07/19/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/29/2021 - 07/19/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

WA

03/27/2017 - 06/02/2021

KEY INVESTMENT SERVICES LLC (TACOMA WA)

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Licenses & Designations

BC

Issued 04/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Savong S Lam. Review regulatory record here.
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