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Brian Andrew Eisenberg

KEY Investment Services LLC

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About Brian Andrew Eisenberg

Brian Eisenberg is a financial advisor with Key Investment Services LLC. Brian has been working in the financial services industry since 2009, previously working at LPL Financial LLC, Fifth Third Securities, Inc., and The Huntington Investment Company. Brian is a Series 6, 7, 63, and SIE licensed representative. Brian's specializations are retirement planning and investment management.

Firm Information

Brian Eisenberg 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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Brian Eisenberg’s Registration & Firm History

PA

09/21/2016 - Present

KEY Investment Services LLC (ELIZABETH PA)

PA

06/29/2015 - 09/21/2016

LPL FINANCIAL LLC (ELIZABETH PA)

PA

06/06/2013 - 06/29/2015

FIFTH THIRD SECURITIES, INC. (UPPER SAINT CLAIR PA)

OH

03/04/2010 - 06/10/2011

FIFTH THIRD SECURITIES, INC. (SOUTH EUCLID OH)

PA

09/30/2009 - 03/03/2010

THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 03/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Andrew Eisenberg.
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