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Benjamin Walsh

KEY Investment Services LLC

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About Benjamin Walsh

Benjamin Walsh is a registered investment advisor representative with Key Investment Services LLC. Benjamin has been working in the financial industry since 2020 and has experience with a variety of firms including J.P. Morgan Securities LLC, AssetMark Brokerage, LLC, Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Benjamin has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and investment strategies.

Firm Information

Benjamin Walsh 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 Walsh’s Registration & Firm History

NY

07/15/2024 - Present

KEY Investment Services LLC (Elma NY)

AZ

01/31/2024 - 06/04/2024

J.P. MORGAN SECURITIES LLC (Tempe AZ)

AZ

07/12/2022 - 10/10/2022

ASSETMARK BROKERAGE, LLC (Phoenix AZ)

AZ

04/28/2021 - 06/23/2022

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

08/27/2020 - 04/09/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 11/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Walsh.
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