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Gregory Dean Blood

KEY Investment Services LLC

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About Gregory Dean Blood

Gregory Blood is a financial advisor with Key Investment Services LLC, a firm that manages approximately $1 billion to $10 billion in assets. Gregory has been in the industry since 1992 and has extensive experience in the financial services industry. Gregory has Series 6, 7 and 63 licenses and is also licensed to provide investment advisory services in Idaho.

Firm Information

Gregory Blood 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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Gregory Blood’s Registration & Firm History

ID

01/10/2006 - Present

KEY Investment Services LLC (Meridian ID)

OH

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

08/21/1995 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

CA

01/04/1993 - 08/30/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

OR

06/11/1992 - 12/31/1992

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 10/14/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1995

Series 7 - General Securities Representative Examination

BC

Issued 06/06/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Dean Blood. Review regulatory record here.
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