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Robert John Scalesse

KEY Investment Services LLC

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About Robert John Scalesse

Robert John Scalesse is a financial advisor registered with Key Investment Services LLC, a firm headquartered in Brooklyn, Ohio, providing investment advisory services to individuals and pooled investment vehicles. Robert joined Key Investment Services LLC on 9/21/2016 and prior to that worked with LPL FINANCIAL LLC and WELLS FARGO ADVISORS, LLC. He has been working in the industry since 2000 and has extensive experience with Investment Company Products/Variable Contracts and Securities Industry Essentials. Robert is licensed in Connecticut to provide investment advice.

Firm Information

Robert Scalesse 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 Scalesse’s Registration & Firm History

CT

09/21/2016 - Present

KEY Investment Services LLC (East Haven CT)

CT

05/07/2015 - 09/21/2016

LPL FINANCIAL LLC (GUILFORD CT)

CT

10/01/2000 - 10/13/2010

WELLS FARGO ADVISORS, LLC (MERIDEN CT)

NC

03/09/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MA

06/09/1987 - 10/07/1989

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 03/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert John Scalesse.
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