linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Allan Marvin Carmello

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allan? Claim Your Profile

About Allan Marvin Carmello

Allan Carmello is a financial advisor with over 35 years of experience in the financial services industry. Allan is currently registered with Key Investment Services LLC and holds Series 6, 7, and 63 licenses as well as the SIE exam. Allan is also a registered Investment Advisor in the state of New York. Allan has held previous positions at McDonald Investments Inc., M&T Securities, Inc., Chase Investment Services Corp., BHCM Inc., GNA Securities, Inc., Empire National Securities, Incorporated, Independent Financial Securities, Inc. and First Investors Corporation.

Firm Information

Allan Carmello 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allan Carmello’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Cheektowaga NY)

OH

10/14/2004 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

MD

09/28/1999 - 06/23/2004

M&T SECURITIES, INC. (BALTIMORE MD)

IL

08/21/1996 - 11/01/1999

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

TX

02/01/1995 - 08/21/1996

BHCM INC. (HOUSTON TX)

VA

10/22/1990 - 02/01/1995

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

04/25/1986 - 10/29/1990

EMPIRE NATIONAL SECURITIES, INCORPORATED

NA

10/04/1990 - 10/22/1990

INDEPENDENT FINANCIAL SECURITIES, INC.

NA

10/11/1985 - 12/06/1985

FIRST INVESTORS CORPORATION

Not sure if Allan Marvin Carmello is right for you?

Licenses & Designations

IA

Issued 01/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Allan Marvin Carmello. Review regulatory record here.
Not sure if Allan Marvin Carmello is right for you?