Cetera Investment Advisers
40yrs
Top advisor by experience in Loudonville
3yrs
Katelyn Elizabeth Sager
Financial advisor at Key Investment Services
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office475 Albany Shaker Road, Loudonville, NY 12211
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowKey Investment Services LLCCurrent firm
Questions to ask Katelyn
Tailored to Katelyn’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Katelyn
How do I contact Katelyn?
Call Key Investment Services at (888) 547-2968 and ask for Katelyn Elizabeth Sager. Katelyn works from the Loudonville, NY office.
How long has Katelyn been a financial advisor?
Katelyn has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Katelyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Katelyn a fiduciary?
Katelyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katelyn paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Katelyn for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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