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Matthew David Carino

KEY Investment Services LLC

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About Matthew David Carino

Matthew Carino is an investment advisor representative with Key Investment Services LLC and has been in the industry since May 15, 2005. Matthew is registered to provide investment advice in 13 states and is currently registered with FINRA. Matthew previously worked with The Huntington Investment Company and Chase Investment Services Corp. Matthew Carino is a licensed advisor.

Firm Information

Matthew Carino 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 Carino’s Registration & Firm History

OH

12/21/2009 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

03/19/2008 - 12/14/2009

THE HUNTINGTON INVESTMENT COMPANY (EUCLID OH)

OH

02/21/2006 - 02/28/2008

CHASE INVESTMENT SERVICES CORP. (MADISON OH)

NY

04/11/2005 - 02/08/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 04/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Carino.
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