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Mary Joyce Reuter

KEY Investment Services LLC

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About Mary Joyce Reuter

Mary Joyce Reuter is a financial advisor who has been in the industry since 1985. She is currently registered with Key Investment Services LLC. Mary is a Registered Principal and a Series 63, 7, 9, 10, 24, and SIE licensed representative. Prior to joining Key Investment Services LLC, Mary was employed by McDonald Investments Inc., Key Investments Inc., CitiCorp Investment Services, CitiCorp Financial Services, Inc., CitiCorp Select Investments, Empire National Securities, Incorporated, and Prudential-Bache Securities Inc. Mary has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Mary provides advisory services, including portfolio management for individuals and selection of other advisors. She has 4187935886 in assets under management for 26437 client accounts.

Firm Information

Mary Reuter 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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Mary Reuter’s Registration & Firm History

OH

01/30/2006 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

05/14/1999 - 01/30/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

04/10/1996 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

02/11/1992 - 08/31/1995

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

10/24/1991 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NY

04/05/1991 - 11/04/1991

CITICORP SELECT INVESTMENTS (LONG ISLAND CITY NY)

NA

05/26/1989 - 04/16/1991

EMPIRE NATIONAL SECURITIES, INCORPORATED

NA

07/26/1984 - 11/27/1989

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

BC

Issued 08/03/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/26/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/11/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Joyce Reuter.
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