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Federico J Martin

KEY Investment Services LLC

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About Federico J Martin

Federico Martin is a registered representative and investment advisor representative with Key Investment Services LLC. Federico has been in the financial industry for over 15 years. Federico has passed multiple industry exams, including Series 7, Series 50, Series 52TO, and Series 66. Federico holds a license in Utah and is currently registered with both the state of Utah and FINRA. Previously, Federico worked at SVB Investment Services Inc. and Zions Direct, Inc.. Federico focuses on individual clients and investment companies and has experience in municipal securities, options, and general securities.

Firm Information

Federico Martin 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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Federico Martin’s Registration & Firm History

OH

01/03/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

UT

05/04/2021 - 06/13/2023

SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)

UT

01/11/2008 - 05/05/2021

ZIONS DIRECT, INC. (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 03/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/15/2011

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2011

Series 24 - General Securities Principal Examination

BC

Issued 03/11/2024

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Federico J Martin.
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