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Richard Salvatore Massaro

KEY Investment Services LLC

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About Richard Salvatore Massaro

Richard Salvatore Massaro is a registered representative with KEY Investment Services LLC. Richard Salvatore Massaro is also registered as an Investment Adviser Representative in New York. Richard Salvatore Massaro has been in the industry since 2002. Prior to joining KEY Investment Services LLC, Richard Salvatore Massaro was employed by LPL FINANCIAL LLC, M&T SECURITIES, INC., HSBC SECURITIES (USA) INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Richard Salvatore Massaro holds the Series 66, SIE, and Series 7 licenses. Richard Salvatore Massaro is a specialist in retirement planning and college savings plans.

Firm Information

Richard Massaro 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 Massaro’s Registration & Firm History

NY

06/10/2021 - Present

KEY Investment Services LLC (North Tonawanda NY)

NY

05/29/2012 - 09/21/2016

LPL FINANCIAL LLC (NIAGARA FALLS NY)

NY

08/03/2007 - 05/22/2012

M&T SECURITIES, INC. (EAST AURORA NY)

NY

06/21/2005 - 06/27/2007

HSBC SECURITIES (USA) INC. (WILLIAMSVILLE NY)

MN

03/15/2002 - 06/01/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/15/2002 - 06/01/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Salvatore Massaro. Review regulatory record here.
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