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Russell Alan Gordon

KEY Investment Services LLC

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About Russell Alan Gordon

Russell Alan Gordon is a financial professional with over 20 years of experience in the industry. Russell is currently registered with Key Investment Services LLC and has previously worked with MML Investors Services, Inc. and McDonald Investments Inc. Russell is a Series 7, Series 24, Series 31, and Series 63 licensed professional. Key Investment Services LLC specializes in portfolio management for individuals, selection of other advisors, and has approximately $1 billion to $10 billion in assets under management.

Firm Information

Russell Gordon 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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Russell Gordon’s Registration & Firm History

OH

02/28/2011 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

08/20/2004 - 10/22/2010

MML INVESTORS SERVICES, INC. (CLEVELAND OH)

OH

11/08/2000 - 08/18/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 08/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 08/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell Alan Gordon.
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