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Kristian Alexander Vartabedian

KEY Investment Services LLC

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About Kristian Alexander Vartabedian

Kristian Vartabedian is a financial advisor associated with Key Investment Services LLC. Kristian has been in the industry since June 2017. Kristian has a Series 66, Series 7 and SIE licenses. Kristian has been registered with the following states: California, Massachusetts, Michigan, New Jersey, New York, and South Carolina. Prior to working at Key Investment Services LLC, Kristian worked at LPL FINANCIAL LLC, M&T Securities, Inc., CUSO Financial Services, L.P., and Morgan Stanley.

Firm Information

Kristian Vartabedian 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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Kristian Vartabedian’s Registration & Firm History

OH

11/01/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/09/2021 - 11/10/2022

LPL FINANCIAL LLC (NEW HARTFORD NY)

NY

03/02/2021 - 06/09/2021

M&T SECURITIES, INC. (NEW HARTFORD NY)

NY

11/20/2017 - 02/18/2021

CUSO FINANCIAL SERVICES, L.P. (Syracuse NY)

NY

05/22/2017 - 11/10/2017

MORGAN STANLEY (SYRACUSE NY)

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Licenses & Designations

BOTH

Issued 06/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristian Alexander Vartabedian.
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