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Lisa Raghunanan

KEY Investment Services LLC

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About Lisa Raghunanan

Lisa Raghunanan is a financial advisor with Key Investment Services LLC. Lisa has been in the financial industry since 2007 and is licensed to provide investment advice in Connecticut, Delaware, Florida, Illinois, New Hampshire, New Jersey, New York, North Carolina, Ohio and Texas. Lisa specializes in providing financial advice to individuals and charitable organizations. Lisa is also a registered investment advisor with Key Investment Services LLC, which manages over $4 billion in assets. Key Investment Services LLC provides financial planning, investment management, and other advisory services to individuals and businesses.

Firm Information

Lisa Raghunanan 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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Lisa Raghunanan’s Registration & Firm History

OH

04/05/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

10/01/2012 - 08/28/2020

J.P. MORGAN SECURITIES LLC (NEW CITY NY)

NY

09/24/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW CITY NY)

NY

07/09/2007 - 07/01/2008

NYLIFE SECURITIES LLC (BROOKLYN NY)

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Licenses & Designations

BOTH

Issued 04/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lisa Raghunanan. Review regulatory record here.
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