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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-30 |
Branch Locations
6084 Route 30, Greensburg, PA 15601 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greensburg | PA | 07/2011 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 02/2017 |
| Keybank | Greensburg | PA | 09/2016 | 02/2017 |
| Key Investment Services, Llc | Cleveland | OH | 02/2017 | 10/2017 |
| Keybank | Greensburg | PA | 02/2017 | 10/2017 |
| Key Investment Services, Llc | Cleveland | OH | 10/2017 | 09/2022 |
| Key Investment Services Llc | Brooklyn | OH | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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