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Matthew Scott Rossetti

KEY Investment Services LLC

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About Matthew Scott Rossetti

Matthew Rossetti is a financial advisor in Brooklyn, OH, and has been in the industry since October 2, 2014. Matthew Rossetti currently works for Key Investment Services LLC. Prior to working for Key Investment Services LLC, Matthew Rossetti was registered with J.P. Morgan Securities LLC and CCO Investment Services Corp. Matthew Rossetti is registered as an investment advisor representative in Ohio. Matthew Rossetti has passed the Series 6, Series 7, Series 63 and Series 66 exams. Matthew Rossetti specializes in retirement planning and investment management. Matthew Rossetti primarily works with individuals and charitable organizations.

Firm Information

Matthew Rossetti 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 Rossetti’s Registration & Firm History

OH

10/19/2018 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

02/13/2015 - 11/23/2016

J.P. MORGAN SECURITIES LLC (CANTON OH)

OH

07/08/2014 - 01/02/2015

CCO INVESTMENT SERVICES CORP. (ALLIANCE OH)

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Licenses & Designations

BOTH

Issued 10/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/08/2014

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 Scott Rossetti.
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