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Daniel J Mullett

KEY Investment Services LLC

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About Daniel J Mullett

Daniel J Mullett is a financial advisor at Key Investment Services LLC. Daniel has been in the industry since 2010 and has a Series 66 and a Series 7 license. Daniel is also registered with the state of Ohio as an investment advisor representative. Daniel's previous experience includes roles at LPL Financial LLC and AXA Advisors, LLC. Daniel's main office location is in Brooklyn, Ohio. Key Investment Services LLC is a registered investment advisor with the SEC. The firm has approximately $1 billion to $10 billion in assets under management. The firm primarily serves individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Daniel Mullett 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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Daniel Mullett’s Registration & Firm History

OH

12/06/2017 - Present

KEY Investment Services LLC (BROOKLYN OH)

PA

04/20/2011 - 09/21/2016

LPL FINANCIAL LLC (ERIE PA)

PA

03/18/2010 - 03/21/2011

AXA ADVISORS, LLC (ERIE PA)

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Licenses & Designations

BOTH

Issued 04/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel J Mullett. Review regulatory record here.
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