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Steven Dale Franco-ross

KEY Investment Services LLC

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About Steven Dale Franco-ross

Steven Dale Franco-ross is a financial advisor with over 18 years of experience in the industry. Steven is currently registered with KEY Investment Services LLC, and is licensed to provide investment advice in Washington state. Steven has previously been registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and MCDONALD INVESTMENTS INC., among others. Steven holds Series 7, SIE, and Series 66 licenses. Key Investment Services LLC has a total of 26,437 clients with assets under management between $1 billion and $10 billion. Key Investment Services LLC is a firm with a history of providing portfolio management services for individuals.

Firm Information

Steven Franco-ross 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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Steven Franco-ross’s Registration & Firm History

OH

04/23/2013 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

08/25/2005 - 02/02/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)

OH

03/24/2004 - 07/26/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 04/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Dale Franco-ross.
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