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Michael Sellman Graf

KEY Investment Services LLC

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About Michael Sellman Graf

Michael Sellman Graf is a registered investment advisor representative with Key Investment Services LLC. Michael has been in the securities industry since August 12, 2008 and is currently registered in 21 states. Michael is also an investment advisor representative in Washington. Michael's professional experience includes working at Key Investment Services since November 2010. Michael is currently licensed to offer securities and investment advisory services in the following states: Arizona, California, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maryland, Minnesota, Mississippi, Montana, Nevada, Ohio, Oregon, Pennsylvania, Texas, Utah, and Washington. Michael has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination.

Firm Information

Michael Graf 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 Graf’s Registration & Firm History

OH

12/15/2008 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 12/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Sellman Graf.
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