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Danial Scott Anderson

KEY Investment Services LLC

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About Danial Scott Anderson

Danial Anderson is a financial advisor with Key Investment Services LLC. Danial has been in the financial services industry since 2008. Danial is registered with the state of Ohio and has a Series 66, Series 3 and Series 7 license. Prior to working with Key Investment Services LLC, Danial worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Danial has specializations in portfolio management for businesses and individuals.

Firm Information

Danial Anderson 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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Danial Anderson’s Registration & Firm History

OH

05/10/2010 - Present

KEY Investment Services LLC (TOLEDO OH)

OH

06/01/2009 - 06/04/2010

MORGAN STANLEY SMITH BARNEY (TOLEDO OH)

OH

05/07/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)

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Licenses & Designations

BOTH

Issued 05/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2008

Series 3 - National Commodity Futures Examination

BC

Issued 05/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danial Scott Anderson.
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