Sarah
Rossi
Key Investment Services LLC
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About this Advisor
Sarah Rossi is a financial advisor based in Cleveland, Ohio, with a total of 5 years of relevant experience. Rossi is on the advisory team at Key Investment Services LLC. The advisor has gained experience at Keybank, John Carroll University, Key Investment Services LLC and Key Investment Services, LLC. Rossi holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Ohio. Key Investment Services LLC is a company based out of Cleveland, OH. It has offices in 14 locations and a total of 1,062 employees. It manages $3 billion in total assets among its 23,518 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 93 charitable organizations. Of its 23,518 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Key Investment Services LLC has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on which services are offered. However, fee types charged by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sarah Rossi Work History
Sarah has been registered as a financial advisor for 5 years.*
Key Investment Services, LLC
Key Investment Services LLC
Keybank
John Carroll University
John Carroll University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Rossi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Cleveland, OH
Denver, CO
Cleveland, OH
Cleveland, OH
Cleveland, OH
Lebanon, IN
Kent, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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