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Gary Lee Conrad

KEY Investment Services LLC

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About Gary Lee Conrad

Gary Conrad is a financial professional with over 20 years of experience in the industry. Gary is currently registered with Key Investment Services LLC and holds a Series 6, Series 63, and SIE licenses. Gary specializes in providing portfolio management services for individuals. Prior to joining Key Investment Services LLC, Gary worked at LPL FINANCIAL LLC, PFS INVESTMENTS INC., CONSUMER CONCEPTS INVESTMENTS, INC., and PFS INVESTMENTS INC. Gary is dedicated to helping clients achieve their financial goals.

Firm Information

Gary Conrad 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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Gary Conrad’s Registration & Firm History

PA

09/21/2016 - Present

KEY Investment Services LLC (Walnutport PA)

PA

05/13/2016 - 09/21/2016

LPL FINANCIAL LLC (KRESGEVILLE PA)

PA

07/25/2006 - 05/16/2016

PFS INVESTMENTS INC. (OREFIELD PA)

GA

07/01/2005 - 05/16/2006

CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)

GA

07/24/2002 - 06/24/2005

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 08/02/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Lee Conrad.
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