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Ayda Ines Lupo

KEY Investment Services LLC

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About Ayda Ines Lupo

Ayda Lupo is an investment advisor representative with Key Investment Services LLC. Ayda has over 10 years of experience in the financial services industry. Ayda has passed the Series 6, 7, 63 and 66 exams and is registered with the state of New York. Ayda previously worked for LPL FINANCIAL LLC and HSBC SECURITIES (USA) INC. Key Investment Services LLC is a registered investment advisor with the Securities and Exchange Commission. The firm has over $1 billion in assets under management and specializes in providing financial advice to individuals, businesses and charitable organizations.

Firm Information

Ayda Lupo 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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Ayda Lupo’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

05/18/2012 - 09/21/2016

LPL FINANCIAL LLC (MIDDLETOWN NY)

NY

04/03/2009 - 05/15/2012

HSBC SECURITIES (USA) INC. (MIDDLETOWN NY)

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Licenses & Designations

BOTH

Issued 04/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ayda Ines Lupo.
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