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Scott Wilson Lombardo

KEY Investment Services LLC

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About Scott Wilson Lombardo

Scott Lombardo is a financial advisor who has been in the industry since 2002. Scott is currently registered with Key Investment Services LLC, where Scott is a Registered Representative. Previously, Scott was employed by LPL Financial LLC, M&T Securities, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott has experience in providing investment advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Scott Lombardo 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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Scott Lombardo’s Registration & Firm History

OH

05/25/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/09/2021 - 05/09/2022

LPL FINANCIAL LLC (DEWITT NY)

NY

11/09/2012 - 06/09/2021

M&T SECURITIES, INC. (BALDWINSVILLE NY)

NY

10/01/2012 - 11/01/2012

J.P. MORGAN SECURITIES LLC (SYRACUSE NY)

NY

08/24/2004 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LIVERPOOL NY)

MA

06/02/2004 - 07/19/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/02/2004 - 07/19/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MO

06/07/2002 - 04/09/2003

EDWARD JONES (ST. LOUIS MO)

NY

07/31/2000 - 05/07/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/16/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Wilson Lombardo.
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