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Bonnie Marie Addison

KEY Investment Services LLC

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About Bonnie Marie Addison

Bonnie Marie Addison is an investment advisor representative with Key Investment Services LLC. Bonnie has been in the financial industry since 2000. Bonnie has a strong background in providing financial advice to individuals, high-net-worth individuals, corporations, and businesses. Bonnie also has experience providing financial advice to charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Bonnie is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Bonnie also holds the following securities licenses: Series 6, Series 7, Series 24, Series 63, and Series 65.

Firm Information

Bonnie Addison 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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Bonnie Addison’s Registration & Firm History

OH

12/03/2020 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

10/20/2004 - 03/19/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (SAUGERTIES NY)

NY

09/25/2000 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

MA

03/15/2000 - 09/25/2000

FIS SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 06/07/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bonnie Marie Addison.
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