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Edward Michael Hassan

Key Investment Services LLC

Hillsboro, OR

Brooklyn, OH

CRD 5755754

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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
OR RA APPROVED 2023-11-13
  • OR RA
    APPROVED
    Since 2023-11-13

Branch Locations

Hillsboro, OR • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc San Antonio TX 05/2013 12/2017
Wells Fargo Clearing Services, Llc Portland OR 12/2017 10/2023
Key Bank Na Portand OR 10/2023 06/2025
Key Investment Services Llc Brooklyn OH 10/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-19
S63 Uniform Securities Agent State Law Examination 2010-03-09
  • S65 Uniform Investment Adviser Law Examination
    2011-08-19
  • S63 Uniform Securities Agent State Law Examination
    2010-03-09
Other Names
  • Edward M Hassan

View on SEC IAPD

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