Best Investors Account Sign in

Emily Kate Ergun

Key Investment Services LLC

North Olmsted, OH

Brooklyn, OH

CRD 6121520

Claim This Profile
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
OH RA APPROVED 2015-06-29
  • OH RA
    APPROVED
    Since 2015-06-29

Branch Locations

26380 Great Northern Shopping Center, North Olmsted, OH 44070 • United States

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
Key Investment Services Llc Cleveland OH 02/2016 09/2021
Key Investment Services Lakewood OH 09/2021 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-26
S63 Uniform Securities Agent State Law Examination 2012-12-14
  • S66 Uniform Combined State Law Examination
    2015-06-26
  • S63 Uniform Securities Agent State Law Examination
    2012-12-14
Other Names
  • Emily Kate Mulcahy

View on SEC IAPD

Nearby Firms

FIFTH THIRD SECURITIES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

AMEER SCOTT RICHARDSON
Karim Shady
IRIS JANINE KESSLER

Nearby Offices

FIFTH THIRD SECURITIES, INC. · NORTH OLMSTED, OH
ALLSTATE FINANCIAL ADVISORS, LLC · North Olmsted, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · North Olmsted, OH

More in North Olmsted, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor