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Matthew Henry Rushford

KEY Investment Services LLC

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About Matthew Henry Rushford

Matthew Rushford is a financial advisor with Key Investment Services LLC. Matthew has over 5 years of experience in the financial services industry. He is licensed to sell securities in New York. He has a Series 6 license, which allows him to sell mutual funds and variable annuities. He also has a Series 63 license, which allows him to sell securities in the state of New York. Matthew is a dedicated and experienced advisor who is committed to helping his clients achieve their financial goals. He offers a variety of investment services, including financial planning, portfolio management, and investment advisory services.

Firm Information

Matthew Rushford 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 Rushford’s Registration & Firm History

NY

06/04/2018 - Present

KEY Investment Services LLC (Syracuse NY)

NY

06/15/2017 - 05/14/2018

CITIZENS SECURITIES, INC. (CICERO NY)

NY

10/28/2013 - 06/14/2017

J.P. MORGAN SECURITIES LLC (SYRACUSE NY)

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Licenses & Designations

BC

Issued 11/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2013

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 Henry Rushford.
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