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Anthony Zak

KEY Investment Services LLC

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About Anthony Zak

Anthony Zak is a financial advisor with over 5 years of experience in the industry. Anthony is registered with Key Investment Services LLC and has a Series 7, 24, 52TO, 53, and 66 license. Anthony has a variety of experience and certifications, and specializes in providing financial advice to individuals and families. Anthony has served clients in several states, including Alaska, Colorado, Connecticut, Florida, Idaho, Indiana, Maine, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Utah, Vermont, and Washington. Anthony is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.

Firm Information

Anthony Zak 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 Zak’s Registration & Firm History

OH

11/21/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

11/05/2020 - 11/08/2021

COMMONWEALTH FINANCIAL NETWORK (AVON LAKE OH)

OH

09/17/2016 - 07/07/2020

PNC INVESTMENTS (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 02/18/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/28/2017

Series 24 - General Securities Principal Examination

BC

Issued 03/18/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Zak.
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