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Desirae Monaco

KEY Investment Services LLC

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About Desirae Monaco

Desirae Monaco is a Registered Representative and Investment Advisor Representative with Key Investment Services LLC. Desirae has been in the financial services industry since 2011 and has a broad range of experience in the industry. Desirae is licensed to provide investment advice and securities brokerage services in Florida, Michigan, Minnesota, New Jersey, Ohio, and Pennsylvania. Desirae holds the Series 6, Series 7, Series 63, and Series 65 licenses. Desirae is also a member of the Howland Community Scholarship Foundation, Children's Rehabilitation Center Charitable Foundation, and Howland Tiger Boosters Club. Desirae is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.

Firm Information

Desirae Monaco 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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Desirae Monaco’s Registration & Firm History

OH

05/13/2024 - Present

KEY Investment Services LLC (CANFIELD OH)

OH

08/10/2023 - 05/01/2024

CORECAP INVESTMENTS, LLC (Warren OH)

OH

05/12/2020 - 06/22/2023

CETERA INVESTMENT SERVICES LLC (NILES OH)

OH

05/13/2011 - 05/01/2013

CETERA INVESTMENT SERVICES LLC (WARREN OH)

OH

02/01/2011 - 05/16/2011

UVEST FINANCIAL SERVICES GROUP, INC. (YOUNGSTOWN OH)

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Licenses & Designations

IA

Issued 05/10/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/06/2020

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Desirae Monaco.
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