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Christian R Moore

KEY Investment Services LLC

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About Christian R Moore

Christian Moore is a financial advisor currently registered with Key Investment Services LLC in Columbus, OH. Christian has over 7 years of experience in the financial services industry. Christian holds the Series 6, Series 7TO, Series 63 and Series 66 securities licenses and is a Certified Financial Planner. Christian's previous employers include Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Christian specializes in providing financial advice to individuals and high-net-worth individuals.

Firm Information

Christian Moore 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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Christian Moore’s Registration & Firm History

OH

04/17/2023 - Present

KEY Investment Services LLC (COLUMBUS OH)

OH

05/02/2022 - 03/28/2023

JANNEY MONTGOMERY SCOTT LLC (Columbus OH)

OH

05/11/2020 - 04/28/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

OH

05/11/2016 - 04/20/2020

KEY INVESTMENT SERVICES LLC (COLUMBUS OH)

OH

11/12/2015 - 03/29/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)

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Licenses & Designations

BOTH

Issued 08/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian R Moore.
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