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Sydia L Cromer

KEY Investment Services LLC

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About Sydia L Cromer

Sydia Cromer is a financial advisor with over 30 years of experience in the industry. Sydia is currently registered with KEY Investment Services LLC, and holds Series 6, 7, 9, 10, 26, 63, and 65 licenses. Sydia's previous experience includes roles at HSBC Securities (USA) INC., HSBC BROKERAGE (USA) INC., and CIGNA FINANCIAL ADVISORS,INC.. Sydia has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Sydia Cromer 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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Sydia Cromer’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Rochester NY)

NY

01/01/2005 - 07/11/2012

HSBC SECURITIES (USA) INC. (SPENCERPORT NY)

NY

06/27/1994 - 01/01/2005

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

PA

05/20/1992 - 06/28/1994

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 12/31/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/02/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/26/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1995

Series 7 - General Securities Representative Examination

BC

Issued 05/12/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sydia L Cromer. Review regulatory record here.
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