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David Jonathan Dershteller

KEY Investment Services LLC

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About David Jonathan Dershteller

David Dershteller is a financial advisor currently registered with KEY Investment Services LLC. He holds a Series 7, Series 24 and Series 66 licenses. Prior to joining KEY Investment Services LLC, David worked at UMB FINANCIAL SERVICES, INC. and PNC INVESTMENTS. David has been in the financial services industry since 2014. He offers a range of services including portfolio management for individuals and selection of other advisors.

Firm Information

David Dershteller 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 Dershteller’s Registration & Firm History

OH

02/16/2018 - Present

KEY Investment Services LLC (BROOKLYN OH)

MO

11/13/2017 - 01/17/2018

UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)

FL

01/01/2015 - 05/02/2017

PNC INVESTMENTS (WEST PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 03/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Jonathan Dershteller.
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