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Lawrence Anthony Labella

KEY Investment Services LLC

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About Lawrence Anthony Labella

Lawrence Anthony Labella is an investment advisor representative and financial professional with over 28 years of experience. Lawrence is registered with Key Investment Services LLC and previously worked at LPL Financial LLC. Lawrence's area of expertise is in providing personalized financial advice and portfolio management services for individuals and businesses. Lawrence focuses on creating long-term financial plans and strategies that are tailored to the unique needs of each client.

Firm Information

Lawrence Labella 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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Lawrence Labella’s Registration & Firm History

FL

07/13/2021 - Present

KEY Investment Services LLC (Fort Myers FL)

NY

05/15/2012 - 09/21/2016

LPL FINANCIAL LLC (AUBURN NY)

NY

10/04/2006 - 05/15/2012

HSBC SECURITIES (USA) INC. (SYRACUSE NY)

NY

08/11/2004 - 09/08/2006

M&T SECURITIES, INC. (NORTH SYRACUSE NY)

MO

07/01/2003 - 08/03/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

12/05/1996 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

06/15/1993 - 10/10/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 12/28/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/04/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Anthony Labella.
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