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Ivan Rizov

KEY Investment Services LLC

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About Ivan Rizov

Ivan Rizov is a financial professional registered in Colorado and California. Ivan has a Series 63, Series 6TO and SIE licenses. Ivan is affiliated with Key Investment Services Llc and has been with the firm since April 2024. Key Investment Services Llc is a registered investment adviser headquartered in Brooklyn, Ohio. Key Investment Services Llc manages a diversified portfolio of individual, high-net-worth, charitable and institutional clients. Key Investment Services Llc provides investment advisory services and asset management services to individuals, families, trusts, estates, retirement plans, corporations, foundations and endowments. Ivan works out of the Key Investment Services Llc office located in Littleton, Colorado.

Firm Information

Ivan Rizov 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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Ivan Rizov’s Registration & Firm History

CO

04/19/2024 - Present

KEY Investment Services LLC (Littleton CO)

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Licenses & Designations

BC

Issued 05/07/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/25/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan Rizov.
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