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Mark Andrew Williamson

KEY Investment Services LLC

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About Mark Andrew Williamson

Mark Andrew Williamson is an active investment advisor representative. Mark Williamson has been in the industry since 2001. Mark Williamson is currently registered with Key Investment Services LLC, and has a Series 63 and a Series 65. Mark Williamson previously worked at MORGAN STANLEY DW INC. and EQUITY SERVICES, INC.. Mark Williamson is also a Series 7, Series 24, and Series 31.

Firm Information

Mark Williamson 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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Mark Williamson’s Registration & Firm History

OH

09/01/2020 - Present

KEY Investment Services LLC (BROOKLYN OH)

ME

07/29/2005 - 10/02/2006

MORGAN STANLEY DW INC. (PORTLAND ME)

VT

12/14/2000 - 06/23/2005

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

BC

Issued 10/14/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/30/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark Andrew Williamson. Review regulatory record here.
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