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Robert Evan Cipriano

KEY Investment Services LLC

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About Robert Evan Cipriano

Robert Evan Cipriano is a financial professional with over 10 years of experience in the financial services industry. Robert has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Robert currently holds a Series 7 and Series 66 license and is registered with Key Investment Services LLC in New York. Robert has worked at Key Investment Services LLC since 2015, previously working with Edward Jones, and J.P. Morgan Securities LLC. Key Investment Services LLC is a leading provider of financial services, offering a wide range of products and services to meet the needs of individual and institutional investors. Robert's expertise includes investment management, retirement planning, college savings, and estate planning. He is committed to providing personalized advice and guidance to help clients achieve their financial goals.

Firm Information

Robert Cipriano 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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Robert Cipriano’s Registration & Firm History

NY

03/20/2024 - Present

KEY Investment Services LLC (Cortlandt Manor NY)

NY

01/30/2023 - 08/29/2023

KEY INVESTMENT SERVICES LLC (HOPEWELL JUNCTION NY)

NY

12/07/2015 - 02/11/2021

KEY INVESTMENT SERVICES LLC (MT. KISCO NY)

TX

01/24/2014 - 08/28/2015

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

MO

06/27/2013 - 10/03/2013

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Evan Cipriano.
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