AdvisorOS Directory
Claim Profile
MS

Michael Freeman Sheridan

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio
Unclaimed Profile
4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 2412315Firm CRD# 136300
01

About

Michael Freeman Sheridan is a registered financial advisor based in BROOKLYN, Ohio, affiliated with KEY INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
AUM
$4.2B
Regulatory assets under management
Employees
1098
Total firm employees
View all advisors at KEY INVESTMENT SERVICES LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2412315
Firm CRD# 136300
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BROOKLYN?

Browse all registered financial advisors in BROOKLYN, Ohio or claim this profile if it's yours.

Browse BROOKLYN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Freeman Sheridan offer?
Michael Freeman Sheridan specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.
What are Michael Freeman Sheridan's credentials?
Michael Freeman Sheridan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Freeman Sheridan located?
Michael Freeman Sheridan is based in BROOKLYN, Ohio, working with KEY INVESTMENT SERVICES LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Michael Freeman Sheridan charge for services?
Michael Freeman Sheridan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEY INVESTMENT SERVICES LLC?
KEY INVESTMENT SERVICES LLC has approximately 1098 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BROOKLYN
Gregory James Ewald — VICTORY CAPITAL MANAGEMENT INC.Paul Alfred Ii Weick — KEY INVESTMENT SERVICES LLCGiuseppe Nmn Calabrese — KEY INVESTMENT SERVICES LLCMarc Alan Vosen — KEY INVESTMENT SERVICES LLCChristopher A Ohmacht — VICTORY CAPITAL MANAGEMENT INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile