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Nwan Tambu Marc

KEY Investment Services LLC

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About Nwan Tambu Marc

Nwan Tambu Marc is a financial advisor who has been in the industry since 2011. Currently, Nwan Tambu Marc is registered with Key Investment Services LLC as a Registered Representative. Nwan Tambu Marc is also registered as an Investment Advisor Representative in New York. Previously, Nwan Tambu Marc was employed with WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS, LLC and EDWARD JONES.

Firm Information

Nwan Marc 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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Nwan Marc’s Registration & Firm History

OH

03/24/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

03/28/2012 - 11/30/2022

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NJ

04/21/2011 - 01/26/2012

WELLS FARGO ADVISORS, LLC (HILLSBOROUGH NJ)

NY

04/02/2010 - 11/18/2010

EDWARD JONES (BEACON NY)

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Licenses & Designations

BOTH

Issued 04/16/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nwan Tambu Marc.
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