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Adam C Donehue

KEY Investment Services LLC

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About Adam C Donehue

Adam C. Donehue is an Investment Adviser Representative registered with Key Investment Services LLC and has been in the industry since September 2002. Adam C. Donehue has registrations for both securities and investment advising in Ohio and Pennsylvania. Adam C. Donehue is also registered as a principal with Key Investment Services LLC. Adam C. Donehue has previously worked at Fifth Third Securities, Inc., UBS Financial Services Inc. and Morgan Stanley DW Inc. Adam C. Donehue is licensed in Ohio and Pennsylvania and holds a Series 66, Series 24, Series 31, Series 7 and SIE exams. Adam C. Donehue also has a coaching position at the Olentangy Youth Wrestling Organization.

Firm Information

Adam Donehue is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Donehue’s Registration & Firm History

OH

01/03/2006 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

07/30/2004 - 10/10/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

NJ

02/14/2003 - 07/06/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

05/24/2002 - 02/21/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adam C Donehue. Review regulatory record here.
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