Gianpaolo Sferrella
Investment adviser representative at Key Investment Services LLC
13 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
13 years in the industry.
- Key Investment Services. LLCJun 2026 to now
- Republic FinanceMay 2025 to Aug 2025
- Ohio Department of TaxationMay 2024 to Aug 2024
- Ymca of Central OhioMay 2023 to Mar 2024
- Bowling Green State UniversityAug 2022 to May 2026
- Dairy QueenJun 2019 to Jan 2023
- Rutherford B. Hayes High SchoolAug 2018 to May 2022
- St. Mary's Catholic SchoolAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8303092
- Firm CRD
- 136300