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Cynthia Lorraine Zellers

KEY Investment Services LLC

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About Cynthia Lorraine Zellers

Cynthia Lorraine Zellers is a financial advisor who has been in the industry since 2001. Cynthia is currently registered with Key Investment Services LLC and has been with the firm since 2012. Prior to that, Cynthia held positions at CitiCorp Investment Services and Cal Fed Investments. Cynthia holds Series 6, SIE, and Series 6TO licenses, as well as a Series 63 license in Ohio. Cynthia's previous experience spans the states of Oregon, New York, and California. Cynthia specializes in portfolio management for individuals and selection of other advisors.

Firm Information

Cynthia Zellers 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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Cynthia Zellers’s Registration & Firm History

OH

11/10/2019 - Present

KEY Investment Services LLC (WATERVILLE OH)

OR

01/11/2012 - 06/27/2014

KEY INVESTMENT SERVICES LLC (DAMASCUS OR)

NY

02/05/2003 - 08/27/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

09/19/2001 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

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Licenses & Designations

BC

Issued 12/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/18/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Lorraine Zellers.
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