Kevin Haddad, financial advisor Brooklyn OH
93 score

Kevin Haddad

CRD Number: 1415289
Current Firm: Key Investment Services LLC

Kevin Haddad (CRD# 1415289) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Brooklyn, OH Jun 2014 - Current 2
Lpl Financial LLC Akron, OH Feb 2014 - Mar 2014 < 1
Firstmerit Bank, N.a. Akron, OH May 2011 - Mar 2014 2
Firstmerit Financial Services Akron, OH May 2011 - Feb 2014 2
Unemployed Columbus, OH Oct 2009 - May 2011 1
Nationwide Investment Services Corporation Columbus, OH Mar 2008 - Oct 2009 1
Unemployed High Point, NC Jan 2008 - Mar 2008 < 1
Suntrust Securities, Inc. Atlanta, GA Jan 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Kevin R. Haddad
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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