Steven Paul Altergott
Investment adviser representative at Key Investment Services LLC
10 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Key Investment Services LLCNov 2022 to now
- KeybankOct 2022 to Feb 2025
- UnemployedJul 2021 to Sep 2022
- Cmg FinancialJul 2020 to Jun 2021
- Fairway Independant Mortgage CompanyDec 2019 to Jun 2020
- UnemployedSep 2019 to Nov 2019
- Clark County Sheriff's OfficeSep 2018 to Aug 2019
- UnemployedApr 2018 to Sep 2018
- State FarmOct 2017 to Mar 2018
- UnemployedApr 2017 to Sep 2017
- MML Investors ServicesJan 2016 to Mar 2017
- MassmutualNov 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6205717
- Firm CRD
- 136300