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Allan Marvin Carmello

Key Investment Services LLC

Brooklyn, OH

Cheektowaga, NY

CRD 1396426

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

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

1675 Walden Avenue, Cheektowaga, NY 14225 • United States

Disclosures

2 disclosure categories 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 Yes
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Buffalo NY 12/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-09
S63 Uniform Securities Agent State Law Examination 1985-08-20
  • S65 Uniform Investment Adviser Law Examination
    1998-01-09
  • S63 Uniform Securities Agent State Law Examination
    1985-08-20

View on SEC IAPD

Nearby Firms

VICTORY CAPITAL MANAGEMENT INC.
LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.

Nearby Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller

Nearby Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH

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