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Robert Vincent Robustelli

KEY Investment Services LLC

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About Robert Vincent Robustelli

Robert Vincent Robustelli is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with Key Investment Services LLC and is licensed to provide investment advice in 21 states. Robert has experience working with individuals, businesses, and retirement plans. Robert has previously worked at LPL Financial LLC, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc. and First Investors Corporation.

Firm Information

Robert Robustelli 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 Robustelli’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (HOPEWELL JUNCTION NY)

NY

05/18/2012 - 09/21/2016

LPL FINANCIAL LLC (POUGHKEEPSIE NY)

NY

01/01/2005 - 05/15/2012

HSBC SECURITIES (USA) INC. (POUGHKEEPSIE NY)

NY

03/04/2003 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NJ

03/03/2000 - 05/30/2001

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 07/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/02/2000

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 Vincent Robustelli.
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