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Matthew Gregg Shafer

KEY Investment Services LLC

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About Matthew Gregg Shafer

Matthew Gregg Shafer is a registered representative with Key Investment Services LLC and has been working in the financial services industry since 2003. Matthew is also a registered investment advisor representative. Matthew's previous experience includes positions with LPL Financial LLC, Tower Square Securities, Inc., BANC of America Investment Services, Inc., Countrywide Investment Services, Inc., Signator Investors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.

Firm Information

Matthew Shafer 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 Shafer’s Registration & Firm History

PA

09/21/2016 - Present

KEY Investment Services LLC (LIMERICK PA)

PA

01/04/2011 - 09/21/2016

LPL FINANCIAL LLC (LIMERICK PA)

PA

09/21/2009 - 09/24/2010

TOWER SQUARE SECURITIES, INC. (COLLEGEVILLE PA)

PA

09/04/2008 - 08/19/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BETHLEHEM PA)

PA

01/09/2007 - 09/08/2008

COUNTRYWIDE INVESTMENT SERVICES, INC. (WHITEHALL PA)

PA

07/24/2003 - 01/05/2007

SIGNATOR INVESTORS, INC. (COLLEGEVILLE PA)

MA

01/27/2003 - 06/30/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/27/2003 - 06/30/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/23/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Gregg Shafer.
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