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Greg John Hammontree

KEY Investment Services LLC

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About Greg John Hammontree

Greg John Hammontree is a financial advisor registered with KEY Investment Services LLC. Greg has been in the industry for over twenty years and is registered in over 20 states. Greg has also held previous registrations with MCDONALD INVESTMENTS INC. and MORGAN STANLEY DW INC. Greg has passed the Series 7, 31, 66, and SIE exams. Greg is currently registered as an investment advisor representative (IAR) in Washington.

Firm Information

Greg Hammontree 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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Greg Hammontree’s Registration & Firm History

WA

01/03/2006 - Present

KEY Investment Services LLC (Lakewood WA)

OH

08/06/2004 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

07/05/2001 - 08/06/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 07/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg John Hammontree.
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