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Edward J Turrisi

KEY Investment Services LLC

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About Edward J Turrisi

Edward Turrisi is an investment advisor representative at Key Investment Services LLC. Edward has been in the financial services industry since 2011 and has experience with a variety of firms, including Wells Fargo Clearing Services, LLC and First Citizens Investor Services, Inc. Edward specializes in providing investment advice to individuals and families. Edward is registered to provide investment advice in several states, including Maine, Massachusetts, Florida, Georgia, Michigan, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, and Virginia.

Firm Information

Edward Turrisi 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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Edward Turrisi’s Registration & Firm History

ME

11/09/2023 - Present

KEY Investment Services LLC (South Portland ME)

NC

09/18/2019 - 11/02/2023

FIRST CITIZENS INVESTOR SERVICES, INC. (GREENVILLE NC)

NC

12/17/2018 - 09/18/2019

WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE NC)

MO

06/18/2018 - 08/27/2018

EDWARD JONES (ST. LOUIS MO)

MA

02/06/2018 - 06/18/2018

WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 02/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward J Turrisi.
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