Todd Surgo, financial advisor Lambertville MI

Todd Surgo

CRD Number: 4655125
Current Firm: Key Investment Services LLC

Todd Surgo (CRD# 4655125) is an Investment Advisor Representative working at Key Investment Services LLC in Lambertville, MI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Sandusky, OH Mar 2015 - Current 9
Key Bank Toledo, OH Nov 2000 - Current 23
Key Investment Services LLC Sandusky, OH Jan 2006 - Mar 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Todd A. Surgo
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,217
    MILLIONS
  • Total Number of Accounts
    23,518
    ACCOUNTS
  • Average Account Value
    $136,785
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, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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