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Matthew B Keen

KEY Investment Services LLC

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About Matthew B Keen

Matthew Keen is a registered investment advisor representative with KEY Investment Services LLC. Matthew has been working in the financial services industry since 2013 and has a wide range of experience in the investment industry. KEY Investment Services LLC offers portfolio management services for individuals and selection of other advisors. They have $1 billion - $10 billion in assets under management. The firm has 950 licensed agents and 350 investment advisor representatives.

Firm Information

Matthew Keen 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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Matthew Keen’s Registration & Firm History

OH

01/13/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

03/21/2022 - 12/22/2022

FIRST COMMAND BROKERAGE SERVICES, INC. (LAKEWOOD WA)

CA

10/01/2012 - 01/29/2020

J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)

CA

11/06/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 05/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew B Keen. Review regulatory record here.
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