Anastasios Kountis, financial advisor Stow OH

Anastasios Kountis

CRD Number: 5828579
Current Firm: Key Investment Services LLC

Anastasios Kountis (CRD# 5828579) is an Investment Advisor Representative working at Key Investment Services LLC in Stow, OH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Akron/canton, OH Aug 2018 - Current 5
Keybank Stow, OH Aug 2018 - Jul 2019 < 1
Pnc Bank Stow, OH Oct 2017 - Aug 2018 < 1
Pnc Investments Pittsburgh, PA Oct 2017 - Aug 2018 < 1
Patrick Capital Markets Saint Louis, MO Oct 2014 - Dec 2017 3
Boardwalk Tans Akron, OH Jun 2012 - Dec 2016 4
First Independent Financial Services, Inc. Tulsa, OK Jul 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Anastasios A. Kountis
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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