Best Investors Account Sign in

David Paul Cizmadia

Key Investment Services LLC

Westlake, OH

Brooklyn, OH

CRD 2272998

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 2006-02-07
  • OH RA
    APPROVED
    Since 2006-02-07

Branch Locations

166 Crocker Park Blvd, Westlake, OH 44145 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Cleveland OH 02/2006 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-26
S63 Uniform Securities Agent State Law Examination 1992-11-18
  • S66 Uniform Combined State Law Examination
    2008-11-26
  • S63 Uniform Securities Agent State Law Examination
    1992-11-18
Other Names
  • Dave Cizmadia

View on SEC IAPD

More in Westlake, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor