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Patricia Cash Tornes

KEY Investment Services LLC

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About Patricia Cash Tornes

Patricia Tornes is a registered representative at Key Investment Services LLC. Patricia Tornes is licensed in Washington. Patricia Tornes has been in the securities industry since 2018 and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, KeyBank and Key Investment Services LLC. Patricia Tornes has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Key Investment Services LLC is a financial firm that provides a variety of financial services, including financial planning, selection of other advisers, portfolio management for individuals and portfolio management for investment companies.

Firm Information

Patricia Tornes 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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Patricia Tornes’s Registration & Firm History

OH

02/03/2025 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

08/09/2018 - 10/03/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNNWOOD WA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Cash Tornes.
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