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Tanya M Knight

KEY Investment Services LLC

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About Tanya M Knight

Tanya Knight is a Registered Representative and an Investment Advisor Representative with Key Investment Services LLC. Tanya has been in the financial services industry since June 2003. Tanya holds Series 7, 63, and 65 licenses. Tanya focuses on providing financial advice to individuals and high-net-worth individuals. Tanya has experience with financial planning and portfolio management. Key Investment Services LLC is a financial services firm headquartered in Brooklyn, Ohio. The firm provides a variety of financial services including investment management, financial planning, and retirement planning. The firm has over $4 billion in assets under management.

Firm Information

Tanya Knight 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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Tanya Knight’s Registration & Firm History

OH

04/01/2022 - Present

KEY Investment Services LLC (EASTLAKE OH)

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Licenses & Designations

IA

Issued 03/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanya M Knight.
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