Advisor at key Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
key Investment Services LLC
Location
Gloversville, NY 12078
Credentials
Series 66
Industry experience
2 years
Katelyn Sager is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds the Series 66 designation and previously worked at KeyBank and in the food service industry. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and collaborates with third-party managers such as BNY Mellon Advisors, Inc.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
201 Fifth Ave
Gloversville, NY 12078
New York
Key Investment Services LLC
2024 - Present (2 years)
Key Investment Services LLC
2023 - 2024 (1 year)
Key Investment Services LLC
2023 - 2023 (1 year)
KeyBank
2022 - 2023 (1 year)
Deli and Brew
2017 - 2022 (5 years)
Shaker High School
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Gloversville, NY
Conservative Equity Investment Advisors
CFP®, Series 63, Series 65
Johnstown, NY
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
CFP®, Series 66
Amsterdam, NY
Mariner
Series 63, Series 65
Amsterdam, NY
GWN Securities Inc.
Series 63, Series 65
Johnstown, NY
GWN Securities Inc.
CFP®, Series 66
Caroga Lake, NY
Schwab Wealth Advisory
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