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Charles Howard Melsher

KEY Investment Services LLC

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About Charles Howard Melsher

Charles Melsher is a financial advisor at Key Investment Services LLC. Charles has been in the financial services industry since 1989 and has a wide range of experience. Charles is registered with FINRA and the state of Ohio as a Registered Representative and Investment Advisor Representative. Charles has held previous roles with McDonald Investments Inc., Key Investments Inc., Society Investments, Inc., Smith Barney Inc. and American Express Financial Advisors Inc. Charles holds the Series 63, Series 65 and Series 7 securities licenses and the SIE exam.

Firm Information

Charles Melsher 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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Charles Melsher’s Registration & Firm History

OH

01/03/2006 - Present

KEY Investment Services LLC (SOLON OH)

OH

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (RICHMOND HEIGHTS OH)

OH

03/03/1995 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NA

08/30/1994 - 03/03/1995

SOCIETY INVESTMENTS, INC.

NY

07/10/1992 - 09/12/1994

SMITH BARNEY INC. (NEW YORK NY)

MN

10/25/1989 - 06/23/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/25/1989 - 06/23/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Howard Melsher.
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