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John R Donnelly

KEY Investment Services LLC

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About John R Donnelly

John R. Donnelly is a financial advisor with over 7 years of experience in the industry. John R. Donnelly is registered with Key Investment Services LLC and has passed a number of industry exams, including the Series 66, Series 7, Series 52TO, Series 53 and the Series 24. John R. Donnelly has previously worked with PNC Investments. Key Investment Services LLC offers investment advisory services, as well as portfolio management for individuals.

Firm Information

John Donnelly 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 Donnelly’s Registration & Firm History

NY

08/30/2021 - Present

KEY Investment Services LLC (Rensselaer NY)

OH

07/27/2017 - 09/07/2021

PNC INVESTMENTS (CLEVELAND OH)

OH

01/20/2016 - 07/21/2017

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 04/26/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 02/24/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John R Donnelly.
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