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Timothy Albert Shaw

KEY Investment Services LLC

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About Timothy Albert Shaw

Timothy Albert Shaw is a registered representative with Key Investment Services LLC. Timothy has been in the securities industry since January 3, 1995. Timothy is also registered as an investment adviser representative in the state of Ohio. Timothy has experience with McDonald Investments Inc. and Key Investments Inc.

Firm Information

Timothy Shaw 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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Timothy Shaw’s Registration & Firm History

OH

01/04/2006 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

05/14/1999 - 01/04/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

01/15/1997 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

OH

01/03/1995 - 01/13/1997

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 09/17/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Albert Shaw.
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