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Susan Magyar

KEY Investment Services LLC

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About Susan Magyar

Susan Magyar is a financial professional with over 20 years of experience in the industry. Susan is currently registered with KEY Investment Services LLC, where she has been working since July 2024. Prior to that, Susan worked for J.P. MORGAN SECURITIES LLC for over 12 years. Susan has a broad range of experience, having worked at several prominent firms including CHASE INVESTMENT SERVICES CORP., NATIONWIDE SECURITIES, LLC, and 1717 CAPITAL MANAGEMENT COMPANY.

Firm Information

Susan Magyar 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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Susan Magyar’s Registration & Firm History

OH

07/31/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

10/01/2012 - 07/27/2024

J.P. MORGAN SECURITIES LLC (Columbus OH)

OH

05/03/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

12/17/2001 - 05/02/2011

NATIONWIDE SECURITIES, LLC (DUBLIN OH)

OH

12/08/2006 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)

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Licenses & Designations

BOTH

Issued 11/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/05/2015

Series 4 - Registered Options Principal Examination

BC

Issued 01/16/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/22/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Magyar.
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