John Patrick Mcinerney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 09/2016
  Lpl Financial, Llc
  Mt. Kisco, NY
• 09/2016 → Present
  Key Investment Services Llc
  Poughkeepsie, NY

Previous Registrations

• 2012-05-15 → 2016-09-21
  Lpl Financial Llc
  Bedford Hills, NY
  Bedford Hills, NY
  Bedford Hills, NY
  Lockport, NY
  Mt. Kisco, NY
  Baldwin Place, NY
  Bedford Hills, NY
  Brewster, NY
  Baldwin Place, NY
  Brewster, NY
  New City, NY
  Nyack, NY
  Tappan, NY
  Spring Valley, NY
  Stony Point, NY
  Nanuet, NY
  Pearl River, NY
  Blauvelt, NY
  Suffern, NY
  Yorktown Heights, NY
  Westport, CT
  Stamford, CT
  Stamford, CT
  Stamford, CT
  Norwalk, CT
  Fairfield, CT
  Shelton, CT
  Stratford, CT
• 2007-05-02 → 2012-05-15
  Hsbc Securities (Usa) Inc.
  Ridgefield, CT
  Baldwin Place, NY
  Wilton, CT
  Mount Kisco, NY
  Bedford Hills, NY
  White Plains, NY
  Baldwin Place, NY
  Greenburgh, NY
  Cortlandt Manor, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-11-17
• S63 Uniform Securities Agent State Law Examination
  2001-08-18

Other Names

• John Patrick Mcinerney