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Sean Andrew Moran

KEY Investment Services LLC

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About Sean Andrew Moran

Sean Moran is a financial advisor in Delmar, New York. Sean has been in the financial services industry since 2022. He has a Series 63, Series 7TO, and SIE license and is registered with the state of New York. Sean Moran currently works with Key Investment Services LLC. Before working at Key Investment Services LLC, Sean Moran worked with Ameriprise Financial Services, LLC.

Firm Information

Sean Moran 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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Sean Moran’s Registration & Firm History

NY

10/27/2023 - Present

KEY Investment Services LLC (Delmar NY)

NY

04/13/2023 - 08/18/2023

AMERIPRISE FINANCIAL SERVICES, LLC (ALBANY NY)

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Licenses & Designations

BC

Issued 11/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Andrew Moran.
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