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Steven Deandre McClatchey

KEY Investment Services LLC

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About Steven Deandre McClatchey

Steven McClatchey is an Investment Advisor Representative at Key Investment Services LLC. Steven has been in the financial industry since December 2013 and has a Series 6, 7, and 63 securities license, as well as a Series 65 Investment Advisor license. Steven has experience in both financial planning and portfolio management and holds registrations in 11 states. Steven specializes in providing financial planning and portfolio management services for individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Steven's previous employment was with Wells Fargo Clearing Services, LLC in South Bend, Indiana.

Firm Information

Steven McClatchey 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 McClatchey’s Registration & Firm History

OH

12/14/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

IN

06/04/2013 - 06/01/2021

WELLS FARGO CLEARING SERVICES, LLC (MISHAWAKA IN)

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Licenses & Designations

IA

Issued 07/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Deandre McClatchey.
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