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Timothy John Eddy

KEY Investment Services LLC

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About Timothy John Eddy

Timothy Eddy is a registered representative and investment advisor representative. Timothy is currently employed by Key Investment Services LLC and is licensed in New York. Timothy has been a registered representative for over a decade and has worked at multiple firms including HSBC Securities (USA) Inc. and Key Investment Services LLC. Timothy has experience in various areas including investments, financial planning, and portfolio management. Timothy works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Timothy specializes in portfolio management for individuals and selection of other advisers.

Firm Information

Timothy Eddy 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 Eddy’s Registration & Firm History

OH

09/06/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

12/16/2015 - 03/02/2018

KEY INVESTMENT SERVICES LLC (FAIRPORT NY)

NY

07/11/2012 - 11/17/2014

KEY INVESTMENT SERVICES LLC (CLYDE NY)

NY

07/14/2011 - 07/11/2012

HSBC SECURITIES (USA) INC. (WEBSTER NY)

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Licenses & Designations

BOTH

Issued 09/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy John Eddy.
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