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Neil Michael Weinraub

KEY Investment Services LLC

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About Neil Michael Weinraub

Neil Weinraub is a financial advisor with over 30 years of experience in the industry. Neil currently works at Key Investment Services LLC and Keybanc Capital Markets Inc. Neil is a Series 27, Series 99TO, and SIE licensed individual. Neil has previously worked for firms such as CENTRUM SECURITIES LLC, FORUM CAPITAL SECURITIES LLC, AVATAR CAPITAL GROUP LLC, and INSTINET CLEARING SERVICES, INC. Neil specializes in portfolio management for individuals and selection of other advisors.

Firm Information

Neil Weinraub 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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Neil Weinraub’s Registration & Firm History

OH

01/19/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

11/12/2008 - 11/09/2011

CENTRUM SECURITIES LLC (NEW YORK NY)

NY

12/21/2005 - 09/30/2011

FORUM CAPITAL SECURITIES LLC (NEW YORK NY)

NJ

11/23/2009 - 05/03/2011

AVATAR CAPITAL GROUP LLC (JERSEY CITY NJ)

NY

08/09/2000 - 01/13/2004

INSTINET CLEARING SERVICES, INC. (NEW YORK NY)

NY

08/01/2000 - 01/13/2004

INSTINET, LLC (NEW YORK NY)

NY

08/10/2000 - 07/30/2002

INSTINET FIXED INCOME INC. (NEW YORK NY)

NY

08/10/2000 - 04/30/2001

INSTINET.COM CORPORATION (NEW YORK NY)

NY

05/01/1995 - 08/01/2000

INSTINET CORPORATION (NEW YORK NY)

NY

02/10/1994 - 06/08/1994

THE ARGOSY SECURITIES GROUP, L.P. (NEW YORK NY)

NA

08/31/1992 - 11/04/1993

DUNHILL SECURITIES INC.

NA

01/28/1988 - 03/19/1992

DUNHILL SECURITIES INC.

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Licenses & Designations

BC

Issued 12/31/1987

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Neil Michael Weinraub.
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