Brandon DecastroCRD 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 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|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|
Total Assets Under Management870MILLIONS
Total Number of Accounts5,830ACCOUNTS
Average Account Value$149,255
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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