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Vincent Robert Fortini

Key Investment Services LLC

Feeding Hills, MA

Brooklyn, OH

CRD 7160750

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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
MA RA APPROVED 2021-08-24
  • MA RA
    APPROVED
    Since 2021-08-24

Branch Locations

5 North Westfield Street, Feeding Hills, MA 01030 • 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
Keybank Feeding Hills MA 07/2019 08/2021
Keybank Southwick MA 05/2018 08/2018
Saint Anselm College Manchester NH 08/2015 05/2019
Sullivan Paper Company East Longmeadow MA 05/2017 08/2017
Saint Anselm College Sports Medicine Manchester NH 09/2018 05/2019
Key Investment Services Llc Cohoes NY 07/2019 05/2021
Key Investment Services Llc Cohoes NY 05/2021 08/2021
Key Investment Services Llc Springfield MA 08/2021 Present
  • 07/2019 → 08/2021
    Keybank
    Feeding Hills, MA
  • 05/2018 → 08/2018
    Keybank
    Southwick, MA
  • 08/2015 → 05/2019
    Saint Anselm College
    Manchester, NH
  • 05/2017 → 08/2017
    Sullivan Paper Company
    East Longmeadow, MA
  • 09/2018 → 05/2019
    Saint Anselm College Sports Medicine
    Manchester, NH
  • 07/2019 → 05/2021
    Key Investment Services Llc
    Cohoes, NY
  • 05/2021 → 08/2021
    Key Investment Services Llc
    Cohoes, NY
  • 08/2021 → Present
    Key Investment Services Llc
    Springfield, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
S63 Uniform Securities Agent State Law Examination 2019-08-23
  • S66 Uniform Combined State Law Examination
    2021-06-10
  • S63 Uniform Securities Agent State Law Examination
    2019-08-23
Other Names
  • Vinnie Fortini
  • Vin Fortini

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CAPITAL ANALYSTS
EDWARD JONES

Nearby Investors

JACK EDWARD VADNAIS
DALE MARIE BREAULT
Douglas S McIntosh

Nearby Offices

LPL FINANCIAL LLC · FEEDING HILLS, MA
CAPITAL ANALYSTS · Feeding Hills, MA
EDWARD JONES · FEEDING HILLS, MA

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