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Angelo Salvatore Ciccarelli

KEY Investment Services LLC

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About Angelo Salvatore Ciccarelli

Angelo Ciccarelli is a financial advisor at Key Investment Services LLC. Angelo has been in the industry since 1999 and has a strong background in investment services. He is registered to provide investment advice in several states. He has a strong reputation in the industry and is well-regarded by clients. Angelo is passionate about helping clients achieve their financial goals and is committed to providing personalized service.

Firm Information

Angelo Ciccarelli 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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Angelo Ciccarelli’s Registration & Firm History

OH

05/09/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

01/01/2005 - 07/11/2012

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

NY

04/25/2001 - 01/01/2005

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

NY

04/27/1999 - 01/20/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

04/27/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angelo Salvatore Ciccarelli.
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