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David Paul Cizmadia

KEY Investment Services LLC

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About David Paul Cizmadia

David Paul Cizmadia is a financial advisor registered with Key Investment Services LLC in Cleveland, OH. David has been in the financial industry since 1992 and has a combined 31 years of experience as a registered representative and investment advisor representative. David is also registered with the Financial Industry Regulatory Authority (FINRA) and is Series 7 and Series 66 licensed. David is a registered investment advisor representative in Ohio and has experience providing investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit sharing plans.

Firm Information

David Cizmadia 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 Cizmadia’s Registration & Firm History

OH

02/07/2006 - Present

KEY Investment Services LLC (CLEVELAND OH)

OH

08/18/2000 - 02/10/2006

CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)

OH

02/28/1997 - 08/24/2000

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

11/16/1992 - 03/13/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Paul Cizmadia. Review regulatory record here.
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