linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Lucarelli

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Lucarelli

Robert Lucarelli is an investment advisor representative associated with KEY Investment Services LLC. Robert Lucarelli is registered to offer securities and investment advisory services in 13 states. Robert Lucarelli has over 30 years of experience in the securities industry. Robert Lucarelli is licensed with KEY Investment Services LLC in Orchard Park, NY and Brooklyn, OH.

Firm Information

Robert Lucarelli 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Lucarelli’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Orchard Park NY)

NY

04/19/2012 - 09/21/2016

LPL FINANCIAL LLC (ORCHARD PARK NY)

NY

05/23/2006 - 04/30/2012

KEY INVESTMENT SERVICES LLC (EAST AURORA NY)

NY

05/01/1995 - 05/19/2006

M&T SECURITIES, INC. (DEPEW NY)

OH

03/30/1998 - 04/06/1998

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

02/02/1993 - 05/01/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MA

06/20/1991 - 02/23/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/20/1991 - 02/23/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Robert Lucarelli is right for you?

Licenses & Designations

BOTH

Issued 11/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1995

Series 7 - General Securities Representative Examination

BC

Issued 06/18/1991

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 Lucarelli.
Not sure if Robert Lucarelli is right for you?