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David Irwin Karwick

KEY Investment Services LLC

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About David Irwin Karwick

David Irwin Karwick has been active in the financial services industry since 1983. David is currently a registered representative of Key Investment Services LLC. Previously, David was associated with McDonald Investments Inc. in Lewiston, NY, KEY INVESTMENTS INC. in Cleveland, OH, INDEPENDENT FINANCIAL SECURITIES, INC., KEY BROKERAGE COMPANY, INC. in Cleveland, OH, B C FINANCIAL CORPORATION, and BLINDER, ROBINSON & CO., INC. David specializes in providing portfolio management for individuals and selection of other advisors.

Firm Information

David Karwick 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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David Karwick’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Lewiston NY)

NY

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (LEWISTON NY)

OH

12/15/1992 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NA

01/28/1991 - 12/31/1992

INDEPENDENT FINANCIAL SECURITIES, INC.

OH

09/28/1989 - 10/29/1990

KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)

NA

11/23/1988 - 08/12/1989

B C FINANCIAL CORPORATION

NA

12/28/1982 - 11/03/1988

BLINDER, ROBINSON & CO., INC.

NA

10/22/1982 - 01/10/1983

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 01/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Irwin Karwick.
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