linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Paul Altergott

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Paul Altergott

Steven Paul Altergott is a financial advisor registered with the state of Washington. Steven has been in the financial industry since 2014 and holds FINRA Series 6, 7TO, 63, and SIE licenses. Steven is currently affiliated with Key Investment Services LLC, based in Vancouver, Washington. Prior to that, Steven worked for MML INVESTORS SERVICES, LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Key Investment Services LLC is a national firm specializing in providing a wide range of financial services, including portfolio management for individuals and selection of other advisors.

Firm Information

Steven Altergott 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Altergott’s Registration & Firm History

WA

12/03/2022 - Present

KEY Investment Services LLC (Vancouver WA)

WA

01/25/2016 - 04/06/2017

MML INVESTORS SERVICES, LLC (Vancouver WA)

WA

09/11/2014 - 11/30/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VANCOUVER WA)

Not sure if Steven Paul Altergott is right for you?

Licenses & Designations

BC

Issued 12/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2022

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

BC

Issued 11/09/2022

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Paul Altergott. Review regulatory record here.
Not sure if Steven Paul Altergott is right for you?