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John Patrick McInerney

KEY Investment Services LLC

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About John Patrick McInerney

John McInerney has been in the financial services industry for over 20 years. John is currently a Registered Representative with KEY Investment Services LLC. John previously worked with LPL Financial LLC, HSBC Securities (USA) INC., and MetLife Securities Inc., among others. John holds the Series 7, Series 63, Series 66, Series 9, and Series 10 licenses and is registered in 16 states. John specializes in portfolio management for individuals and selection of other advisers.

Firm Information

John McInerney 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 McInerney’s Registration & Firm History

NY

12/22/2016 - Present

KEY Investment Services LLC (MT. KISCO NY)

CT

05/15/2012 - 09/21/2016

LPL FINANCIAL LLC (STAMFORD CT)

NY

04/26/2007 - 05/15/2012

HSBC SECURITIES (USA) INC. (MOUNT KISCO NY)

NY

10/07/2004 - 04/16/2007

METLIFE SECURITIES INC. (YONKERS NY)

NY

10/07/2004 - 04/16/2007

METROPOLITAN LIFE INSURANCE COMPANY (YONKERS NY)

AZ

08/13/2001 - 10/19/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NE

05/30/1997 - 12/21/1999

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

TX

12/21/1994 - 04/28/1995

TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)

NA

09/27/1994 - 04/28/1995

TEXAS CAPITAL SECURITIES, INC.

NY

08/02/1994 - 09/30/1994

AMERICORP SECURITIES, INC. (NEW YORK NY)

TX

02/16/1994 - 08/03/1994

TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 11/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/16/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick McInerney.
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