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Martin Joseph Fay

KEY Investment Services LLC

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About Martin Joseph Fay

Martin Joseph Fay is a registered representative with Key Investment Services LLC, with over 11 years of experience in the financial services industry. Martin has a strong background in securities, having passed the Series 7, Series 63 and the Securities Industry Essentials Exam. Martin specializes in providing financial advice and portfolio management services to individuals and businesses. Martin's previous employers include MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Martin Fay 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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Martin Fay’s Registration & Firm History

OH

12/20/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

09/30/2016 - 01/05/2021

MORGAN STANLEY (CANTON OH)

OH

06/03/2011 - 09/26/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE OH)

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Licenses & Designations

BC

Issued 06/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Joseph Fay.
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