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Joseph I. Diamond

KEY Investment Services LLC

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About Joseph I. Diamond

Joseph I. Diamond is a registered representative with Key Investment Services LLC. Joseph has been in the financial services industry since July 14, 2014. Joseph has a Series 6, 7 and 63 license, and is also licensed as a Registered Investment Advisor in New York. Joseph has 23 other state securities licenses and is a member of FINRA and the Securities Investor Protection Corporation (SIPC). Key Investment Services LLC is an independent financial services firm headquartered in Brooklyn, Ohio with offices throughout the United States. The firm is registered with the Securities and Exchange Commission (SEC) and has approximately $1 billion to $10 billion in assets under management. Key Investment Services LLC specializes in providing financial planning, investment management and retirement planning services to individuals, businesses and institutions.

Firm Information

Joseph Diamond 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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Joseph Diamond’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Liverpool NY)

NY

04/11/2014 - 11/12/2015

MML INVESTORS SERVICES, LLC (SYRACUSE NY)

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Licenses & Designations

IA

Issued 08/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/11/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph I. Diamond. Review regulatory record here.
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