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Thomas Conrad Anderson

KEY Investment Services LLC

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About Thomas Conrad Anderson

Thomas Conrad Anderson is a financial advisor with over three years of experience in the industry. Thomas is currently registered with Key Investment Services LLC and is a Registered Representative (RR) with FINRA. Thomas has held previous roles with Raymond James Financial Services, Inc., MML Investors Services, LLC and Morgan Stanley. Thomas's experience includes working with individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Thomas holds the Series 7 and Series 66 licenses.

Firm Information

Thomas Anderson 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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Thomas Anderson’s Registration & Firm History

OH

09/02/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

05/03/2021 - 07/11/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (Williamsville NY)

NY

07/26/2019 - 05/17/2021

MML INVESTORS SERVICES, LLC (AMHERST NY)

NY

11/08/2018 - 02/04/2019

MORGAN STANLEY (BUFFALO NY)

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Licenses & Designations

BOTH

Issued 11/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Conrad Anderson.
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