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Melissa L O'Brien

KEY Investment Services LLC

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About Melissa L O'Brien

Melissa L. O'Brien is a financial professional with over 14 years of experience in the industry. Melissa is currently registered with Key Investment Services LLC, where Melissa provides financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Previously, Melissa was also registered with M&T Securities, Inc., MetLife Securities Inc., and HSBC Securities (USA) Inc. Melissa holds a variety of securities licenses, including Series 6, 7, 26, 63, and 65. Melissa is committed to providing her clients with personalized financial advice that is tailored to their specific needs and goals.

Firm Information

Melissa O'Brien 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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Melissa O'Brien’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Lowville NY)

NY

12/10/2009 - 12/10/2012

M&T SECURITIES, INC. (SYRACUSE NY)

NY

09/22/2008 - 11/12/2009

METLIFE SECURITIES INC. (SYRACUSE NY)

NY

12/07/2007 - 09/23/2008

HSBC SECURITIES (USA) INC. (SYRACUSE NY)

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Licenses & Designations

IA

Issued 02/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa L O'Brien.
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