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Boris Markovich Kagarlitskiy

KEY Investment Services LLC

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About Boris Markovich Kagarlitskiy

Boris Kagarlitskiy is a financial advisor at Key Investment Services LLC with more than 10 years of experience in the financial services industry. Boris is registered with FINRA and the State of Ohio. Boris is registered to provide investment advice and brokerage services. Boris is also an arbitrator for FINRA. Boris has a Series 6, 7, 63, and 65 license. Boris has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Boris provides investment advice and brokerage services, including portfolio management, selection of other advisors, and investment products and services. Boris also has a background in banking.

Firm Information

Boris Kagarlitskiy 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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Boris Kagarlitskiy’s Registration & Firm History

OH

03/19/2015 - Present

KEY Investment Services LLC (UNIVERSITY HEIGHTS OH)

OH

09/06/2007 - 09/02/2008

THE HUNTINGTON INVESTMENT COMPANY (MENTOR OH)

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Licenses & Designations

IA

Issued 01/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Boris Markovich Kagarlitskiy.
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