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Matthew Terrence Hennessy

KEY Investment Services LLC

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About Matthew Terrence Hennessy

Matthew Hennessy is a financial professional with over 10 years of experience in the financial services industry. Matthew Hennessy is currently registered with Key Investment Services LLC in Brooklyn, Ohio. Before joining Key Investment Services LLC, Matthew Hennessy was a registered representative at Citizens Securities, INC. and Pruco Securities, LLC. Matthew Hennessy has a wide range of experience in providing financial advice to individuals and businesses.

Firm Information

Matthew Hennessy 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 Hennessy’s Registration & Firm History

OH

07/16/2019 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

01/14/2016 - 09/05/2017

CITIZENS SECURITIES, INC. (KIRTLAND OH)

OH

12/23/2013 - 09/09/2014

PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)

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Licenses & Designations

IA

Issued 07/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2013

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 Terrence Hennessy.
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