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Bonnie Sviridoff

KEY Investment Services LLC

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About Bonnie Sviridoff

Bonnie Sviridoff is a registered investment advisor representative with Key Investment Services LLC, registered in Connecticut. Bonnie has been in the industry since July 2012 and is licensed to provide investment advice in 15 states, including Arkansas, Connecticut, Florida, Maine, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, and Virginia. Bonnie is a registered representative of FINRA and has passed the Series 6, Series 7, Series 63, and Series 66 exams. Bonnie was previously employed at LPL FINANCIAL LLC in Hamden, Connecticut.

Firm Information

Bonnie Sviridoff 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 Sviridoff’s Registration & Firm History

CT

09/21/2016 - Present

KEY Investment Services LLC (NORTH HAVEN CT)

CT

07/23/2012 - 09/21/2016

LPL FINANCIAL LLC (HAMDEN CT)

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Licenses & Designations

BOTH

Issued 04/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/21/2012

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 Sviridoff.
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