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Kristy Anne O'Driscoll

KEY Investment Services LLC

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About Kristy Anne O'Driscoll

Kristy O'Driscoll is a financial advisor with Key Investment Services LLC. Kristy has been in the industry since 2005 and has experience working with a variety of clients, including individuals, families, and businesses. Kristy offers a range of services, including financial planning, investment management, and retirement planning. Kristy holds a Series 6, 7, 26, 63, and 66 license and a SIE certification.

Firm Information

Kristy O'Driscoll 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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Kristy O'Driscoll’s Registration & Firm History

OH

07/30/2018 - Present

KEY Investment Services LLC (BROOKLYN OH)

MA

05/21/2014 - 09/21/2016

LPL FINANCIAL LLC (WEST SPRINGFIELD MA)

CT

12/08/2010 - 05/16/2014

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

10/04/2005 - 05/16/2014

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 06/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristy Anne O'Driscoll.
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