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Matthew Verel

Key Investment Services LLC

Brooklyn, OH

Buffalo, NY

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-26
  • NY RA
    APPROVED
    Since 2021-03-26

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

274 Elmwood Avenue, Buffalo, NY 14222 • 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
Key Bank Orchard Park NY 07/2017 Present
Jim Murphy Depew NY 01/2015 07/2017
Key Investment Services, Llc Buffalo NY 01/2018 05/2021
Key Investment Services Buffalo NY 05/2021 Present
  • 07/2017 → Present
    Key Bank
    Orchard Park, NY
  • 01/2015 → 07/2017
    Jim Murphy
    Depew, NY
  • 01/2018 → 05/2021
    Key Investment Services, Llc
    Buffalo, NY
  • 05/2021 → Present
    Key Investment Services
    Buffalo, NY
Other Businesses

6/2023; Erie County Sheriff Department; not investment-related; reserve deputy sheriff; 10 hours per month during non-trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
S63 Uniform Securities Agent State Law Examination 2018-04-03
  • S66 Uniform Combined State Law Examination
    2019-06-03
  • S63 Uniform Securities Agent State Law Examination
    2018-04-03

View on SEC IAPD

Other Firms

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LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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