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Nilufar Barak

Key Investment Services LLC

Brooklyn, OH

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Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-14
  • NY RA
    APPROVED
    Since 2024-11-14

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Morgan Stanley Private Bank, N.A. New York NY 08/2015 03/2022
Morgan Stanley Smith Barney Llc New York NY 06/2009 10/2024
Keybank Na New York NY 10/2024 Present
Key Investment Services Llc Brooklyn OH 11/2024 Present
  • 08/2015 → 03/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2009 → 10/2024
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 10/2024 → Present
    Keybank Na
    New York, NY
  • 11/2024 → Present
    Key Investment Services Llc
    Brooklyn, OH
Previous Registrations
  • 2009-06-25 → 2024-10-31
    Morgan Stanley
    Morristown, NJ
    Purchase, NY
    New York, NY
    New York, NY
    New York, NY
    Purchase, NY
    New York, NY
  • 2008-10-24 → 2009-07-21
    Ubs Financial Services Inc.
    New York, NY
    Weehawken, NJ
    New York, NY
    New York, NY
    Warren, NJ
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-01
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S66 Uniform Combined State Law Examination
    2003-05-01
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27

View on SEC IAPD

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Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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