Steven Paul Altergott
Investment Adviser Representative at KEY Investment Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Paul Altergott is an investment adviser representative with KEY Investment Services LLC in Vancouver, WA, where they have been registered since 2024. They have worked in the securities industry since 2020 and have been registered with 3 firms, including MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
2 states and territories
Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MassmutualNov 2015 – Mar 2017Vancouver, WA
- MML Investors ServicesJan 2016 – Mar 2017Vancouver, WA
- UnemployedApr 2017 – Sep 2017Vancouver, WA
- State FarmOct 2017 – Mar 2018Tigard, OR
- UnemployedApr 2018 – Sep 2018Vancouver, WA
- Clark County Sheriff's OfficeSep 2018 – Aug 2019Vancouver, WA
- UnemployedSep 2019 – Nov 2019Vancouver, WA
- Fairway Independant Mortgage CompanyDec 2019 – Jun 2020Vancouver, WA
- CMG FinancialJul 2020 – Jun 2021Vancouver, WA
- UnemployedJul 2021 – Sep 2022Vancouver, WA
- KeyBankOct 2022 – Feb 2025Vancouver, WA
- Key Investment ServicesNov 2022 – no end date reportedVancouver, WA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEY Investment Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 638
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Brooklyn, OH
- SEC file number:
- 801-65060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at KEY Investment Services LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Paul Altergott has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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