Brandon Decastro, financial advisor Pepper Pike OH
90 score

Brandon Decastro

CRD Number: 5552011
Current Firm: Key Investment Services LLC

Brandon Decastro (CRD# 5552011) is an Investment Advisor Representative working at Key Investment Services LLC in Pepper Pike, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services, LLC Pepper Pike, OH Sep 2015 - Current 1
Allstate Insurance Co Alliance, OH Mar 2015 - Sep 2015 < 1
J.p.morgan Securities LLC Hartville, OH Mar 2013 - Mar 2015 2
Firstmerit Advisors, Inc. Akron, OH Jan 2010 - Mar 2013 3
Firstmerit Financial Services, Inc. Akron, OH Jan 2010 - Mar 2013 3
Firstmerit Bank, N.a. Akron, OH Mar 2009 - Mar 2013 4
Invest Financial Corp. Tampa, FL Mar 2009 - Jan 2010 < 1
Jpmorgan Chase Bank Na Cuyahoga Falls, OH Jun 2008 - Mar 2009 < 1
Chase Investment Services Corp Cuyahoga Falls, OH Jun 2008 - Mar 2009 < 1
Chase Akron, OH Aug 2006 - Jun 2008 1
National City Bank Akron, OH Oct 1999 - Aug 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Brandon L. Decastro
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
90
Clean Record
This advisor has a clean track record with regulators.

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