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Milky Rudecindo

KEY Investment Services LLC

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About Milky Rudecindo

Milky Rudecindo is a financial advisor with Key Investment Services LLC in Stamford, CT. Milky has been in the financial industry since 2009. Milky is registered with FINRA and the state of Connecticut. Milky is also a Series 6 and Series 63 licensed advisor. Milky specializes in portfolio management for individuals and selection of other advisers. Prior to joining Key Investment Services LLC, Milky worked at J.P. Morgan Securities LLC and Citizens Securities, Inc.

Firm Information

Milky Rudecindo 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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Milky Rudecindo’s Registration & Firm History

CT

04/25/2023 - Present

KEY Investment Services LLC (Stamford CT)

NY

05/16/2018 - 12/10/2022

J.P. MORGAN SECURITIES LLC (NEWBURGH NY)

NY

03/14/2018 - 05/07/2018

CITIZENS SECURITIES, INC. (VAILS GATE NY)

CT

10/01/2012 - 01/17/2018

J.P. MORGAN SECURITIES LLC (STAMFORD CT)

NY

01/21/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MOUNT VERNON NY)

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Licenses & Designations

BC

Issued 04/01/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Milky Rudecindo.
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