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Michael Christopher Clementi

KEY Investment Services LLC

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About Michael Christopher Clementi

Michael Christopher Clementi is a financial advisor with over 10 years of experience in the industry. He has a strong background in providing financial advice to individuals and families. Michael is a registered representative with KEY Investment Services LLC and holds Series 7, Series 63, Series 65, and Series 66 securities licenses. Prior to joining KEY Investment Services LLC, Michael worked as a financial advisor at PRUCO SECURITIES, LLC. and AXA ADVISORS, LLC. Michael has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Michael Clementi 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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Michael Clementi’s Registration & Firm History

OH

07/02/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

08/22/2019 - 03/31/2020

PRUCO SECURITIES, LLC. (MELVILLE NY)

NY

09/07/2016 - 06/13/2017

AXA ADVISORS, LLC (WOODBURY NY)

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Licenses & Designations

IA

Issued 07/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Christopher Clementi.
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