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Michael Gerard Liskay

KEY Investment Services LLC

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About Michael Gerard Liskay

Michael Gerard Liskay is a financial advisor with Key Investment Services LLC. Michael has been in the industry since March 22, 2012. Michael holds both Series 63 and 65 licenses. Michael is registered to provide investment advice in Ohio.

Firm Information

Michael Liskay 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 Liskay’s Registration & Firm History

OH

05/09/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

08/15/2018 - 08/17/2021

KEY INVESTMENT SERVICES LLC (MAPLE HEIGHTS OH)

OH

04/14/2014 - 07/06/2018

FIFTH THIRD SECURITIES, INC. (ROCKY RIVER OH)

OH

12/01/2011 - 02/28/2014

LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)

OH

03/17/2010 - 11/01/2011

AXA ADVISORS, LLC (CLEVELAND OH)

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Licenses & Designations

IA

Issued 03/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Gerard Liskay.
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