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Anthony Peter Chrisikos

KEY Investment Services LLC

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About Anthony Peter Chrisikos

Anthony Chrisikos is a financial professional with over 30 years of experience in the industry. Anthony is currently registered with Key Investment Services LLC in New York. Previously, Anthony was registered with McDonald Investments Inc. in New York and Key Investments Inc. in Ohio. Anthony holds Series 6, 7, 63, and 65 licenses and has a broad range of experience in providing financial advice and investment management services to individuals, high-net-worth individuals, corporations, and other entities.

Firm Information

Anthony Chrisikos 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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Anthony Chrisikos’s Registration & Firm History

NY

07/13/2021 - Present

KEY Investment Services LLC (GUILDERLAND NY)

NY

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (GUILDERLAND NY)

OH

03/15/1993 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

05/12/1992 - 03/15/1993

DIME SECURITIES OF NY, INC. (BROOKLYN NY)

WI

08/29/1989 - 05/27/1992

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

04/13/1984 - 08/03/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 01/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Anthony Peter Chrisikos. Review regulatory record here.
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