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Cynthia Marie Ciccotti

KEY Investment Services LLC

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About Cynthia Marie Ciccotti

Cynthia Ciccotti is a registered investment advisor representative with Key Investment Services LLC. Cynthia has been in the financial services industry since 1999. Cynthia has a Series 6, 7, 24, 51 and 66 license. The firm manages over $4 billion in assets for over 26,000 clients. Cynthia focuses on working with individuals, investment companies and charitable organizations. Cynthia also has an interest in real estate and owns and manages rental properties.

Firm Information

Cynthia Ciccotti 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 Ciccotti’s Registration & Firm History

OH

07/29/2014 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

04/11/2012 - 04/23/2014

VALMARK SECURITIES, INC. (AKRON OH)

OH

04/19/2010 - 05/02/2011

VALMARK SECURITIES, INC. (AKRON OH)

OH

06/15/2001 - 11/05/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)

WI

12/14/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 10/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/09/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1999

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 Marie Ciccotti.
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