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Christopher Marshall Woods

KEY Investment Services LLC

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About Christopher Marshall Woods

Christopher Marshall Woods is a financial advisor registered with KEY Investment Services LLC, an investment advisor based in Brooklyn, Ohio. Christopher has been in the securities industry since 2007 and has held various roles at firms such as HSBC Securities (USA) INC., Chase Investment Services Corp., and Ameriprise Financial Services, INC. Christopher is licensed to provide financial advice in California, Florida, and New York. Christopher holds the Series 66, Series 7, and SIE licenses.

Firm Information

Christopher Woods 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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Christopher Woods’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Niagara Falls NY)

NY

04/13/2016 - 04/25/2016

M&T SECURITIES, INC. (NIAGARA FALLS NY)

NY

07/11/2012 - 02/26/2016

KEY INVESTMENT SERVICES LLC (NIAGARA FALLS NY)

NY

09/27/2010 - 07/11/2012

HSBC SECURITIES (USA) INC. (WILLIAMSVILLE NY)

AZ

08/15/2007 - 03/08/2010

CHASE INVESTMENT SERVICES CORP. (MESA AZ)

AZ

10/10/2006 - 07/26/2007

AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 10/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Marshall Woods.
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