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Charlotte B Kelly

KEY Investment Services LLC

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About Charlotte B Kelly

Charlotte Kelly has been working in the financial industry since May 2003 and has a proven track record of success. Charlotte is currently registered with Key Investment Services LLC in Bridgton, ME. Charlotte has a deep understanding of the financial markets and is committed to providing her clients with personalized service and tailored financial solutions. Charlotte is dedicated to helping clients reach their financial goals. Charlotte is also a Series 7 and Series 66 licensed professional.

Firm Information

Charlotte Kelly 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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Charlotte Kelly’s Registration & Firm History

ME

10/15/2012 - Present

KEY Investment Services LLC (BRIDGTON ME)

ME

06/01/2009 - 09/22/2011

MORGAN STANLEY SMITH BARNEY (PORTLAND ME)

ME

06/26/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)

ME

07/16/2007 - 05/15/2008

STATE FARM VP MANAGEMENT CORP. (WINDHAM ME)

NY

05/05/2000 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/25/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 05/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charlotte B Kelly.
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