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Bertha Silvya Gardiner

KEY Investment Services LLC

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About Bertha Silvya Gardiner

Bertha Silvya Gardiner is a registered investment advisor representative with Key Investment Services LLC. Bertha Silvya Gardiner has been in the industry since 1997. Bertha Silvya Gardiner is registered with the following states: Arizona, California, Florida, Idaho, Kansas, Maine, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, Rhode Island, Texas, Utah, Washington, and Wisconsin. Bertha Silvya Gardiner specializes in portfolio management for individuals and selection of other advisors. Bertha Silvya Gardiner was previously registered with U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and WAMU Investments, Inc..

Firm Information

Bertha Gardiner 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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Bertha Gardiner’s Registration & Firm History

WA

06/28/2016 - Present

KEY Investment Services LLC (Woodinville WA)

WA

05/13/2011 - 06/24/2016

U.S. BANCORP INVESTMENTS, INC. (LYNNWOOD WA)

WA

05/02/2009 - 05/13/2011

CHASE INVESTMENT SERVICES CORP. (FREELAND WA)

WA

01/21/1998 - 05/02/2009

WAMU INVESTMENTS, INC. (EVERETT WA)

CA

07/25/1991 - 06/25/1992

MURPHEY FAVRE, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 03/05/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bertha Silvya Gardiner.
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