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Taylor Jay Sokolowsky

KEY Investment Services LLC

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About Taylor Jay Sokolowsky

Taylor Sokolowsky is an investment advisor representative at Key Investment Services LLC. Taylor holds a Series 65 license, which permits the individual to provide investment advisory services and a Series 63 license, which allows the individual to sell securities in multiple states. Taylor has worked at Key Investment Services LLC since October 2024, and before that worked at KeyBank NA in Vancouver, WA. Prior to that Taylor has worked at several companies including Zynex, C H Robinson Worldwide and Sammys Woodfired Pizza and Grill. Taylor has experience in the financial industry, and is registered in Washington. Taylor is a Registered Representative of KEY Investment Services LLC. Key Investment Services LLC is a Registered Investment Advisor. This firm is not a bank.

Firm Information

Taylor Sokolowsky 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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Taylor Sokolowsky’s Registration & Firm History

WA

11/20/2024 - Present

KEY Investment Services LLC (Vancouver WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Jay Sokolowsky.
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