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Benjamin Blake Moloney

KEY Investment Services LLC

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About Benjamin Blake Moloney

Benjamin Moloney is a financial advisor with Key Investment Services LLC, with over 11 years of experience in the industry. Benjamin is also registered as an Investment Advisor Representative in New York. Benjamin previously worked for HSBC Securities (USA) INC. in Depew, NY, Morgan Stanley in Houston, TX, and Superfund USA, INC. in Houston, TX. Benjamin's registrations include Series 3, Series 7, Series 24, and Series 63. Key Investment Services LLC has $1 billion - $10 billion in regulatory assets under management. The firm focuses on providing portfolio management for individuals and selection of other advisors.

Firm Information

Benjamin Moloney 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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Benjamin Moloney’s Registration & Firm History

NY

05/23/2022 - Present

KEY Investment Services LLC (Williamsville NY)

NY

02/22/2018 - 05/19/2022

HSBC SECURITIES (USA) INC. (DEPEW NY)

TX

07/17/2013 - 07/29/2016

MORGAN STANLEY (HOUSTON TX)

TX

10/30/2008 - 03/08/2012

SUPERFUND USA, INC. (HOUSTON TX)

NY

07/02/2008 - 11/17/2008

SUPERFUND ASSET MANAGEMENT INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/10/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2012

Series 3 - National Commodity Futures Examination

BC

Issued 07/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Blake Moloney.
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