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Scott C

Series 63, Series 65

Frazer, PA

Key Investment Services LLC

Scott Crossin is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation by Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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