Key Investment Services LLC

Key Investment Services LLC (CRD# 136300) is a financial advisory firm headquartered in Brooklyn, OH. They manage $3,448,581,641 in 21,284 accounts and serve the financial needs of clients across 44 states (or territories).

Current Firm Details
4900 Tiedeman Road, Oh-01-49-0215, Brooklyn, OH 44144
http://www.key.com
By the Numbers
  • Total Assets Under Management
    3,449
    MILLION
  • Total Number of Accounts
    21,284
    ACCOUNTS
  • Average Account Value
    $162,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Key Investment Services LLC
Showing 1 - 10 of 445 top financial advisors.
1
Erica Acheson-Dunay, financial advisor Painesville OH
Erica L. Acheson-Dunay
CRD#: 5247687
8 N State St, Painesville, OH 44077

Erica Acheson-Dunay (CRD# 5247687) is an Investment Advisor Representative working at Key Investment Services LLC in Painesville, OH and has over 9 years of experience in the finance industry.

2
Joy Aitchison, financial advisor Tonawanda NY
Joy E. Aitchison
CRD#: 4593807
1930 Niagara Falls Blvd, Tonawanda, NY 14150

Joy Aitchison (CRD# 4593807) is an Investment Advisor Representative working at Key Investment Services LLC in Tonawanda, NY and has over 18 years of experience in the finance industry.

3
Danial Anderson, financial advisor Toledo OH
Danial S. Anderson
CRD#: 5501298
4106 Talmadge Road, Toledo, OH 43623

Danial Anderson (CRD# 5501298) is an Investment Advisor Representative working at Key Investment Services LLC in Toledo, OH and has over 13 years of experience in the finance industry.

4
Roger Anderson, financial advisor Rochester NY
Roger L. Anderson
CRD#: 4300416
3225 Monroe Avenue, Rochester, NY 14618

Roger Anderson (CRD# 4300416) is an Investment Advisor Representative working at Key Investment Services LLC in Rochester, NY and has over 20 years of experience in the finance industry.

5
Michelle Andrews, financial advisor Brooklyn OH
Michelle A. Andrews
CRD#: 5504226
4900 Tiedeman Road, Brooklyn, OH 44144

Michelle Andrews (CRD# 5504226) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 12 years of experience in the finance industry.

6
Joseph Badolato, financial advisor Brooklyn OH
Joseph J. Badolato
CRD#: 4769496
4900 Tiedeman Road, Brooklyn, OH 44144

Joseph Badolato (CRD# 4769496) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 17 years of experience in the finance industry.

7
David Baldwin, financial advisor Akron OH
David L. Baldwin
CRD#: 2099386
404 East Waterloo Road, Akron, OH 44319

David Baldwin (CRD# 2099386) is an Investment Advisor Representative working at Key Investment Services LLC in Akron, OH and has over 12 years of experience in the finance industry.

8
Sean Baratt, financial advisor Redmond WA
Sean J. Baratt
CRD#: 6133351
15110 Ne 24th St., Redmond, WA 98052

Sean Baratt (CRD# 6133351) is an Investment Advisor Representative working at Key Investment Services LLC in Redmond, WA and has over 8 years of experience in the finance industry.

9
Alfred Barbato, financial advisor Harleysville PA
Alfred D. Barbato
CRD#: 1882826
278 Main Street, Harleysville, PA 19438

Alfred Barbato (CRD# 1882826) is an Investment Advisor Representative working at Key Investment Services LLC in Harleysville, PA and has over 32 years of experience in the finance industry.

10
Kimberly Barley, financial advisor Brooklyn OH
Kimberly A. Barley
CRD#: 6301369
4900 Tiedeman Road, Brooklyn, OH 44144

Kimberly Barley (CRD# 6301369) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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