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Brian M Crandall

KEY Investment Services LLC

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About Brian M Crandall

Brian Crandall is a registered investment advisor representative with Key Investment Services LLC. Brian has been in the financial services industry since 2017 and has experience with a variety of firms, including LPL Financial LLC and Citizens Securities, Inc. Brian holds the Series 6, 7TO, 63, and 65 licenses. Brian has a strong background in providing financial advice to individuals and corporations. Brian is also a notary public and provides notary services in the Syracuse, NY area.

Firm Information

Brian Crandall 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 Crandall’s Registration & Firm History

OH

03/31/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

11/04/2022 - 04/06/2023

LPL FINANCIAL LLC (CAZENOVIA NY)

NY

10/16/2017 - 11/03/2022

CITIZENS SECURITIES, INC. (FAYETTEVILLE NY)

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Licenses & Designations

IA

Issued 04/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2017

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 M Crandall.
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