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Renato Jeffrey Powell

KEY Investment Services LLC

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About Renato Jeffrey Powell

Renato Jeffrey Powell is an investment advisor representative with Key Investment Services LLC. Renato has been in the securities industry since March 11, 1990. Renato is currently registered with the state of Oregon as an investment advisor representative and general securities representative. Previously, Renato was registered with MCDONALD INVESTMENTS INC. in Oregon, KEY INVESTMENTS INC. in Ohio, LINSCO/PRIVATE LEDGER CORP. in South Carolina, WELLS FARGO SECURITIES INC. in California, FIRST INTERSTATE INVESTMENTS,INC. in California, ESSEX NATIONAL SECURITIES, INC. in California, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minnesota.

Firm Information

Renato Powell 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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Renato Powell’s Registration & Firm History

OR

12/12/2006 - Present

KEY Investment Services LLC (Gresham OR)

OR

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (GRESHAM OR)

OH

08/14/1998 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

SC

03/31/1997 - 08/10/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

CA

08/19/1996 - 02/21/1997

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NA

08/21/1995 - 08/19/1996

FIRST INTERSTATE INVESTMENTS,INC.

CA

02/10/1992 - 11/15/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

MN

10/20/1987 - 10/30/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Renato Jeffrey Powell. Review regulatory record here.
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