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Kristy Lynn Toye-Cooper

Key Investment Services LLC

Brooklyn, OH

North Tonawanda, NY

CRD 4399711

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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-26
  • NY RA
    APPROVED
    Since 2021-03-26

Branch Locations

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • USA

North Tonawanda, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Tonawanda NY 07/2012 02/2023
Key Bank Na Buffalo NY 07/2012 04/2018
Key Investment Services Llc Brooklyn OH 02/2023 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-17
S63 Uniform Securities Agent State Law Examination 2001-07-21
  • S66 Uniform Combined State Law Examination
    2019-12-17
  • S63 Uniform Securities Agent State Law Examination
    2001-07-21
Other Names
  • Kristy Toye
  • Kristy Lynn Toye
  • Kristy Lynn Cooper

View on SEC IAPD

Nearby Firms

VICTORY CAPITAL MANAGEMENT INC.
LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.

Nearby Investors

Joseph Briel Skarda
David Jonathan Dershteller
LUANN MARIE SPAETHE

Nearby Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH

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