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Derya Yilmaz

KEY Investment Services LLC

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About Derya Yilmaz

Derya Yilmaz is a registered representative with Key Investment Services LLC. Derya has been in the industry since 2008, and holds the Series 6, Series 7 and Series 63 licenses. Key Investment Services LLC is a large investment firm that provides financial services to individuals, businesses, and institutions. The firm is known for its wide range of investment products and services. Derya is currently located at the Brooklyn, Ohio branch of Key Investment Services LLC.

Firm Information

Derya Yilmaz 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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Derya Yilmaz’s Registration & Firm History

OH

07/13/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

01/06/2017 - 02/11/2021

KEY INVESTMENT SERVICES LLC (ROCHESTER NY)

NY

06/13/2014 - 10/25/2016

CITIZENS SECURITIES, INC. (ROCHESTER NY)

NY

10/01/2012 - 06/03/2014

J.P. MORGAN SECURITIES LLC (IRONDEQUOIT NY)

NY

11/11/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (IRONDEQUOIT NY)

NY

04/18/2011 - 09/30/2011

METLIFE SECURITIES INC. (ROCHESTER NY)

NY

07/14/2008 - 01/15/2010

CHASE INVESTMENT SERVICES CORP. (IRONDEQUOIT NY)

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Licenses & Designations

BC

Issued 07/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derya Yilmaz.
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