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Louisa Addabbo Bidwell

KEY Investment Services LLC

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About Louisa Addabbo Bidwell

Louisa Bidwell is a financial professional with over 25 years of experience in the industry. Louisa is currently registered with Key Investment Services LLC and has been with them since 9/21/2016. Prior to that, Louisa worked at LPL FINANCIAL LLC and NEWALLIANCE INVESTMENTS, INC. Louisa holds Series 63, Series 7 and SIE licenses. Louisa is also registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Kansas, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Rhode Island, Texas, and Vermont. Louisa's experience and qualifications make her a valuable resource for individuals and families seeking financial advice.

Firm Information

Louisa Bidwell 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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Louisa Bidwell’s Registration & Firm History

OH

09/21/2016 - Present

KEY Investment Services LLC (BROOKLYN OH)

CT

05/31/2011 - 09/21/2016

LPL FINANCIAL LLC (MANCHESTER CT)

CT

06/03/2004 - 06/01/2011

NEWALLIANCE INVESTMENTS, INC. (MANCHESTER CT)

CT

05/28/1997 - 05/28/2004

INFINEX INVESTMENTS, INC. (MERIDEN CT)

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Licenses & Designations

BC

Issued 07/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louisa Addabbo Bidwell.
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