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Joseph John Badolato

KEY Investment Services LLC

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About Joseph John Badolato

Joseph John Badolato is a financial advisor with over 17 years of experience in the financial services industry. Joseph is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Joseph is also a registered representative of Key Investment Services LLC. Joseph holds a Series 66, Series 7 and SIE licenses and has a total of 33 state registrations. Joseph has a background working with various financial institutions including Citizens Securities, Inc and AXA Advisors, LLC. Joseph's current firm, Key Investment Services LLC, is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. The firm manages investment portfolios for individuals, high-net-worth individuals, corporations, and other businesses. Key Investment Services LLC has a strong commitment to client service and providing tailored investment solutions to meet each client's specific needs.

Firm Information

Joseph Badolato 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 Badolato’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/30/2008 - 01/13/2016

CITIZENS SECURITIES, INC. (LOUDONVILLE NY)

NY

06/04/2004 - 06/30/2008

AXA ADVISORS, LLC (CLIFTON PARK NY)

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Licenses & Designations

BOTH

Issued 07/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joseph John Badolato. Review regulatory record here.
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