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Thomas Martin Abramson

KEY Investment Services LLC

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About Thomas Martin Abramson

Thomas Abramson is a financial advisor with Key Investment Services LLC. Thomas has been in the industry since 2004. Thomas is registered with the state of New York to provide securities and investment advisory services. Previously, Thomas was registered with LPL FINANCIAL LLC and HSBC SECURITIES (USA) INC.

Firm Information

Thomas Abramson 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 Abramson’s Registration & Firm History

NY

05/16/2023 - Present

KEY Investment Services LLC (Amherst NY)

NY

05/05/2016 - 05/23/2023

LPL FINANCIAL LLC (BROCKPORT NY)

NY

04/08/2011 - 05/05/2016

LPL FINANCIAL LLC (AMHERST NY)

NY

06/29/2005 - 02/08/2011

HSBC SECURITIES (USA) INC. (NIAGARA FALLS NY)

NE

03/25/2004 - 06/10/2005

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NY

09/10/2003 - 10/06/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/09/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Martin Abramson.
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