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Craig Dale Crump

KEY Investment Services LLC

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About Craig Dale Crump

Craig Crump is an investment advisor representative with KEY Investment Services LLC. He is based out of the firm's office in Brooklyn, OH. He is licensed in 28 states and has been active in the financial industry since 1992. Prior to joining KEY Investment Services LLC, he held positions with several firms, including McDonald Investments Inc., Quick & Reilly, Inc., Fleet Enterprises, Inc., FIS Securities, Inc., and Lehman Brothers Inc. Craig's areas of specialization include retirement planning and financial planning.

Firm Information

Craig Crump 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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Craig Crump’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

09/21/2001 - 12/31/2005

MCDONALD INVESTMENTS INC. (KINGSTON NY)

NY

09/25/2000 - 10/03/2001

QUICK & REILLY, INC. (NEW YORK NY)

NY

10/21/1999 - 10/31/2000

FLEET ENTERPRISES, INC. (NEW YORK NY)

MA

08/03/1993 - 09/25/2000

FIS SECURITIES, INC. (BOSTON MA)

NY

09/24/1991 - 03/16/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/1991

Series 3 - National Commodity Futures Examination

BC

Issued 09/23/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Craig Dale Crump. Review regulatory record here.
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