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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | North Syracuse | NY | 01/2022 | 07/2024 |
| Clarkson University/ Mwcs | Potsdam | NY | 09/2004 | 12/2021 |
| Potsdam Town & Country Club | Potsdam | NY | 04/2018 | 09/2021 |
| Key Investment Services Llc | Brooklyn | OH | 07/2022 | 07/2024 |
| Key Investment Services Llc | Brooklyn | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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