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Sean Michael Langan

KEY Investment Services LLC

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About Sean Michael Langan

Sean Michael Langan is an investment advisor representative for Key Investment Services LLC. Sean has over 20 years of experience in the financial industry. Sean has been registered with the state of Maine since 2008. Sean is also registered in 28 other states. Sean has a strong track record of providing investment advice to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Key Investment Services LLC is a leading provider of investment advisory services to a wide range of clients. The firm manages over $4 billion in assets. Key Investment Services LLC provides portfolio management services, selection of other advisors, and financial planning services.

Firm Information

Sean Langan 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 Langan’s Registration & Firm History

ME

11/19/2008 - Present

KEY Investment Services LLC (Portland ME)

VT

03/22/2005 - 11/11/2008

AIG RETIREMENT ADVISORS, INC. (BURLINGTON VT)

NY

06/21/2002 - 04/19/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/09/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/01/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sean Michael Langan. Review regulatory record here.
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