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Richard Martin Levy

KEY Investment Services LLC

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About Richard Martin Levy

Richard Levy is a financial advisor with Key Investment Services LLC, with over 10 years of experience in the financial industry. Richard has been registered with FINRA since 2013. Richard is a Series 6, Series 63 and Series 65 licensed professional. Richard provides financial advice for a variety of clients, including individuals, businesses, and charitable organizations. Richard is committed to helping clients achieve their financial goals and has a strong track record of success. Richard's services are offered through Key Investment Services LLC, a firm based in Brooklyn, OH, with offices in Lebanon, IN.

Firm Information

Richard Levy 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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Richard Levy’s Registration & Firm History

IN

03/08/2023 - Present

KEY Investment Services LLC (LEBANON IN)

IN

03/25/2017 - 02/13/2023

MML INVESTORS SERVICES, LLC (Indianapolis IN)

IN

09/24/2013 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 12/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Martin Levy.
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