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John Joseph McGuire

KEY Investment Services LLC

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About John Joseph McGuire

John McGuire is a financial advisor with Key Investment Services LLC. John is currently based out of Ballston Spa, NY. John has been in the financial services industry for over 36 years and has extensive experience working with a wide range of clients including individuals, businesses, and charitable organizations. John has previously worked at Morgan Stanley & Co. LLC, Morgan Stanley, Morgan Stanley DW Inc., NEL Equity Services Corporation, and Bear, Stearns & Co. Inc. John holds Series 7, Series 55, Series 63, SIE, Series 57TO and Series 79TO licenses. John is also a registered representative in New York.

Firm Information

John McGuire 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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John McGuire’s Registration & Firm History

NY

03/15/2024 - Present

KEY Investment Services LLC (Ballston Spa NY)

NY

09/08/2016 - 01/23/2024

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

06/01/2009 - 01/12/2024

MORGAN STANLEY (New York NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

02/28/1987 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

03/05/1986 - 09/23/1986

NEL EQUITY SERVICES CORPORATION

NA

12/17/1985 - 02/13/1986

BEAR, STEARNS & CO. INC.

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Licenses & Designations

BC

Issued 07/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph McGuire.
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