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Shawn Phillip Sterling

KEY Investment Services LLC

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About Shawn Phillip Sterling

Shawn Phillip Sterling is a financial advisor with Key Investment Services LLC in Perrysburg, OH. Shawn has been in the financial services industry since 2003, and is licensed to provide investment advice and sell securities in the state of Ohio. Shawn has experience working with individuals, families, and businesses to develop customized financial plans. Shawn specializes in providing investment advice, financial planning, and retirement planning services.

Firm Information

Shawn Sterling 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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Shawn Sterling’s Registration & Firm History

OH

04/18/2024 - Present

KEY Investment Services LLC (PERRYSBURG OH)

OH

02/09/2015 - 12/07/2015

FIFTH THIRD SECURITIES, INC. (PERRYSBURG OH)

OH

07/06/2005 - 02/05/2008

CHASE INVESTMENT SERVICES CORP. (LIMA OH)

IL

03/10/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/12/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/22/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/06/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Phillip Sterling.
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