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Reece Allen Chlumsky

KEY Investment Services LLC

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About Reece Allen Chlumsky

Reece Chlumsky is a financial advisor registered with Key Investment Services LLC. Reece is also registered as an investment advisor representative. Reece has been in the industry since February 2019 and holds a Series 7, Series 63, and Series 65 licenses. Reece has worked with a number of firms, including Bankers Life Securities, Inc. and Wells Fargo Clearing Services, LLC. Reece specializes in providing investment advice to individuals and high-net-worth individuals.

Firm Information

Reece Chlumsky 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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Reece Chlumsky’s Registration & Firm History

OH

02/17/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

ID

08/26/2021 - 01/20/2022

BANKERS LIFE SECURITIES, INC. (Pocatello ID)

ID

02/01/2019 - 09/08/2021

WELLS FARGO CLEARING SERVICES, LLC (POCATELLO ID)

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Licenses & Designations

IA

Issued 03/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reece Allen Chlumsky.
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