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Stephen D'alessandro

KEY Investment Services LLC

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About Stephen D'alessandro

Stephen D'alessandro is a financial professional with over 15 years of experience in the financial services industry. Stephen has worked for several firms including PNC Investments, NatCity Investments, Inc., New England Securities, and Thrivent Investment Management Inc. Stephen is currently registered with Key Investment Services LLC and holds a Series 7, Series 24, Series 66, and SIE licenses. Stephen specializes in investment advisory services for individuals and selection of other advisors. Stephen has been active in the industry since 2004.

Firm Information

Stephen D'alessandro 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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Stephen D'alessandro’s Registration & Firm History

OH

10/30/2018 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

11/13/2009 - 11/01/2018

PNC INVESTMENTS (CLEVELAND OH)

OH

07/20/2005 - 11/13/2009

NATCITY INVESTMENTS, INC. (SEVEN HILLS OH)

NY

04/04/2005 - 05/26/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

01/21/2004 - 04/13/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen D'alessandro.
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