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Lawrence Anthony Visocky

KEY Investment Services LLC

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About Lawrence Anthony Visocky

Lawrence Visocky is a financial advisor with Key Investment Services LLC. He is located in Brecksville, Ohio and has been in the financial industry since 2003. Lawrence is registered in Ohio and holds the Series 6, Series 63 and SIE licenses. Prior to joining Key Investment Services LLC, Lawrence worked at The Huntington Investment Company, Fifth Third Securities, Inc., Ohio Savings Securities, Inc., LINSCO/Private Ledger Corp., BANC ONE SECURITIES CORPORATION, MetLife Securities Inc., and Metropolitan Life Insurance Company. Lawrence specializes in Portfolio Management for Individuals and Selection of Other Advisors.

Firm Information

Lawrence Visocky 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 Visocky’s Registration & Firm History

OH

05/23/2012 - Present

KEY Investment Services LLC (BRECKSVILLE OH)

OH

08/09/2011 - 04/11/2012

THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)

OH

08/03/2005 - 08/03/2009

FIFTH THIRD SECURITIES, INC. (BROADVIEW HEIGHTS OH)

OH

09/21/2004 - 01/04/2005

OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)

SC

04/18/2002 - 11/21/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IL

06/13/2001 - 04/10/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

08/25/1999 - 05/15/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/25/1999 - 05/15/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1999

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 Visocky.
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