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David Lahm Baldwin

KEY Investment Services LLC

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About David Lahm Baldwin

David Baldwin is a financial advisor with over 30 years of experience in the industry. David is registered to offer investment advisory services through Key Investment Services LLC. He has been with Key Investment Services since 2005. David holds the Series 6, 7, and 66 securities licenses. His areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

David Baldwin 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 Baldwin’s Registration & Firm History

OH

12/02/2008 - Present

KEY Investment Services LLC (AKRON OH)

OH

08/02/2004 - 12/31/2005

MCDONALD INVESTMENTS INC. (AKRON OH)

IL

09/24/1999 - 08/03/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IA

06/04/1991 - 09/22/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MA

11/07/1990 - 05/15/1991

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 11/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Lahm Baldwin. Review regulatory record here.
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