Unclaimed Profile

Michael Freeman Sheridan

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record27 years registeredKEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 2412315Firm CRD# 136300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Freeman Sheridan · BROOKLYN, OH

Registration

CRD #2412315 · KEY INVESTMENT SERVICES LLC · 27 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

May 2021 – present

KEY INVESTMENT SERVICES LLC

Jan 2006 – Dec 2006

CAMILLUS, NY

MCDONALD INVESTMENTS INC.

May 1999 – Dec 2005

LIVERPOOL, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 14, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEY INVESTMENT SERVICES LLC

CRD 136300 · SEC 801-65060

AUM

$4.2B

Regulatory assets under management

Employees

1,098

26,437 client accounts

Services offered by KEY INVESTMENT SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KEY INVESTMENT SERVICES LLC →

Introduction

Speak with Michael Freeman

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael Freeman is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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 →