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Daniel Vladimirovich Zamoshnikov

KEY Investment Services LLC

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About Daniel Vladimirovich Zamoshnikov

Daniel Zamoshnikov is a financial advisor with Key Investment Services LLC. Daniel has been in the industry since December 2016. Daniel is registered in 18 states and holds a Series 7 and Series 66 license. In addition to providing financial advice, Daniel also has a photography business and is a landlord for rental properties. Daniel specializes in providing financial advice to individuals and businesses. Daniel is also registered as an Investment Advisor Representative in Washington state. Key Investment Services LLC is a full-service investment firm with $1 billion to $10 billion in assets under management. The firm offers a variety of services, including financial planning, portfolio management, and selection of other advisors. Key Investment Services LLC also has a strong commitment to providing clients with personalized service.

Firm Information

Daniel Zamoshnikov 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 Zamoshnikov’s Registration & Firm History

OH

11/17/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

CA

08/04/2016 - 05/22/2018

WADDELL & REED (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 09/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Vladimirovich Zamoshnikov. Review regulatory record here.
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