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Angel Kelley

KEY Investment Services LLC

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About Angel Kelley

Angel Kelley is a financial advisor with Key Investment Services LLC. Angel has been in the industry since 2003. Angel Kelley holds a Series 6, Series 7, Series 66, and SIE license and has registrations in 51 states and one IA state. Angel is registered in the state of Ohio. Angel Kelley has a diverse range of experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Angel Kelley 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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Angel Kelley’s Registration & Firm History

OH

07/06/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

11/17/2021 - 06/27/2022

FIFTH THIRD SECURITIES, INC. (AKRON OH)

OH

01/14/2019 - 11/30/2021

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

OH

03/14/2014 - 01/14/2019

VALMARK SECURITIES, INC. (AKRON OH)

OH

09/18/2013 - 03/19/2014

LPL FINANCIAL LLC (MASSILLON OH)

OH

05/28/2010 - 09/18/2013

FIRSTMERIT FINANCIAL SERVICES, INC (CANTON OH)

OH

01/19/2010 - 05/25/2010

PNC INVESTMENTS (RITTMAN OH)

OH

07/01/2005 - 01/05/2010

INVEST FINANCIAL CORPORATION (AKRON OH)

OH

03/28/2003 - 07/01/2005

FIRSTMERIT SECURITIES, INC. (AKRON OH)

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Licenses & Designations

BOTH

Issued 03/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angel Kelley.
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