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Syed Kasim Razvi

KEY Investment Services LLC

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About Syed Kasim Razvi

Syed Kasim Razvi is a registered representative with KEY Investment Services LLC. Syed Kasim has been in the financial industry since 2010. Syed Kasim has a Series 7, Series 6, and Series 66 licenses. Syed Kasim has a Bachelor of Science in Finance from the University of Akron. Syed Kasim is a registered representative in 18 states. Syed Kasim has a strong background in financial planning and investment management. Syed Kasim works with individual and institutional clients.

Firm Information

Syed Razvi 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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Syed Razvi’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

03/08/2013 - 03/12/2015

MERCER ALLIED COMPANY, L.P. (SARATOGA SPRINGS NY)

NY

03/01/2010 - 01/28/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LATHAM NY)

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Licenses & Designations

BOTH

Issued 11/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2013

Series 7 - General Securities Representative Examination

BC

Issued 02/26/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Syed Kasim Razvi.
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