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Stella Nero

KEY Investment Services LLC

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About Stella Nero

Stella Nero is a registered representative with Key Investment Services LLC, based in Brooklyn, OH. Stella has been in the financial services industry since 2001 and has worked for several other firms, including The Huntington Investment Company and UBS Financial Services Inc. Stella holds Series 63, SIE, and Series 7 licenses. Stella specializes in providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Stella Nero 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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Stella Nero’s Registration & Firm History

OH

09/01/2015 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

12/14/2010 - 09/17/2015

THE HUNTINGTON INVESTMENT COMPANY (WILLOUGHBY OH)

OH

05/06/2004 - 09/12/2006

UBS FINANCIAL SERVICES INC. (BEACHWOOD OH)

NJ

09/11/2001 - 06/27/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 03/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stella Nero.
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