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Robert Marcinko

KEY Investment Services LLC

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About Robert Marcinko

Robert Marcinko is a financial advisor with Key Investment Services LLC, a firm with $1 billion to $10 billion in assets under management. Robert has been in the industry since December 27, 1990. He is a Registered Representative and Investment Advisor Representative licensed in 12 states.

Firm Information

Robert Marcinko 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 Marcinko’s Registration & Firm History

PA

03/01/2023 - Present

KEY Investment Services LLC (PITTSBURGH PA)

PA

05/08/2002 - 09/02/2022

CITIZENS SECURITIES, INC. (MONROEVILLE PA)

PA

06/07/2000 - 05/08/2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)

NY

06/07/2000 - 12/31/2000

DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)

WI

07/02/1990 - 07/07/2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

07/02/1990 - 07/07/2000

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 10/09/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2002

Series 24 - General Securities Principal Examination

BC

Issued 06/24/1997

Series 12 - NYSE Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1990

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 Marcinko.
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