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Anastasios Alexander Kountis

KEY Investment Services LLC

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About Anastasios Alexander Kountis

Anastasios Kountis is a financial advisor with over 8 years of experience in the financial services industry. Anastasios has worked with Key Investment Services LLC since 2018 and has also held positions with PNC Investments and Patrick Capital Markets, LLC. Anastasios is registered as a Registered Representative (Series 63, 7, 24, 65, SIE) and Investment Advisor Representative in multiple states. Anastasios works with individual clients, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Anastasios specializes in portfolio management for individuals.

Firm Information

Anastasios Kountis 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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Anastasios Kountis’s Registration & Firm History

OH

07/02/2019 - Present

KEY Investment Services LLC (STOW OH)

OH

12/19/2017 - 09/05/2018

PNC INVESTMENTS (STOW OH)

CA

10/31/2014 - 12/18/2017

PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)

OH

11/18/2010 - 11/03/2014

FIRST INDEPENDENT FINANCIAL SERVICES, INC. (AKRON OH)

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Licenses & Designations

IA

Issued 06/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anastasios Alexander Kountis.
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