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Andrew Lavelle Cheatham

KEY Investment Services LLC

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About Andrew Lavelle Cheatham

Andrew Lavelle Cheatham is a financial advisor who is registered with the state of New York. Andrew has been in the industry for over 3 years. Andrew works with a variety of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Andrew is a registered representative with KEY Investment Services LLC and has experience working with M&T Securities, Inc. and Edward Jones. Andrew specializes in investment management, financial planning, and retirement planning.

Firm Information

Andrew Cheatham 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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Andrew Cheatham’s Registration & Firm History

OH

03/22/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/09/2021 - 11/04/2021

LPL FINANCIAL LLC (AMHERST NY)

NY

04/27/2021 - 06/09/2021

M&T SECURITIES, INC. (AMHERST NY)

NY

01/21/2020 - 01/04/2021

EDWARD JONES (LANCASTER NY)

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Licenses & Designations

BOTH

Issued 06/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Lavelle Cheatham.
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