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Sean Christian Hillis

KEY Investment Services LLC

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About Sean Christian Hillis

Sean Christian Hillis is a registered investment advisor representative in Oregon and is currently employed by Key Investment Services LLC. Sean has been in the industry since November 2011 and has worked for Edward Jones, Bancwest Investment Services, Inc. and Bank of the West. Sean holds the Series 66, SIE and Series 7 licenses. He is registered with FINRA as well as the states of Arizona, California, Hawaii, Idaho, Indiana, Maryland, Oregon, and Washington. Sean specializes in investment management for both individuals and pooled investment vehicles.

Firm Information

Sean Hillis 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 Hillis’s Registration & Firm History

OR

09/27/2018 - Present

KEY Investment Services LLC (Hillsboro OR)

OR

11/01/2016 - 09/28/2018

BANCWEST INVESTMENT SERVICES, INC. (BEAVERTON OR)

OR

11/17/2011 - 10/17/2016

EDWARD JONES (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 12/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Christian Hillis.
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