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Amy Marie Browne

KEY Investment Services LLC

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About Amy Marie Browne

Amy Marie Browne is a financial advisor with Key Investment Services LLC. Amy is a registered representative with FINRA and is licensed in New York. Amy has been in the financial industry since August 8, 2001, and has a long history of experience with various firms including LPL Financial LLC, HSBC Securities (USA) Inc., and HSBC Brokerage (USA) Inc.. Amy specializes in retirement planning and estate planning, and her clients include high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Amy Browne 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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Amy Browne’s Registration & Firm History

NY

09/21/2016 - Present

KEY Investment Services LLC (Orchard Park NY)

NY

04/08/2013 - 09/21/2016

LPL FINANCIAL LLC (ORCHARD PARK NY)

NY

10/18/2012 - 04/15/2013

KEY INVESTMENT SERVICES LLC (WEST SENECA NY)

NY

01/01/2005 - 04/27/2011

HSBC SECURITIES (USA) INC. (EAST AURORA NY)

NY

02/17/2000 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Marie Browne. Review regulatory record here.
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