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Donna M. Barth

KEY Investment Services LLC

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About Donna M. Barth

Donna M. Barth has been in the financial services industry since August 19, 2001 and is currently registered with Key Investment Services LLC in New York. Donna M. Barth is also a registered investment advisor in New York. Donna M. Barth has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Donna M. Barth's areas of expertise include portfolio management, financial planning, and selection of other advisers. Prior to joining Key Investment Services LLC, Donna M. Barth worked at LPL Financial LLC and M&T Securities, Inc.

Firm Information

Donna Barth 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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Donna Barth’s Registration & Firm History

NY

05/02/2022 - Present

KEY Investment Services LLC (Depew NY)

NY

08/27/2012 - 09/21/2016

LPL FINANCIAL LLC (DEPEW NY)

NY

02/16/2005 - 09/06/2012

M&T SECURITIES, INC. (DEPEW NY)

MD

06/13/2001 - 12/10/2004

M&T SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 04/30/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna M. Barth.
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