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Timothy John Manning

KEY Investment Services LLC

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About Timothy John Manning

Timothy Manning is a financial advisor with over 20 years of experience in the industry. He is currently registered with Key Investment Services LLC in Clifton Park, NY. His previous experience includes working with LPL Financial LLC, HSBC Securities (USA) INC., BANC OF AMERICA INVESTMENT SERVICES, INC., AXA ADVISORS, LLC and The Equitable Life Assurance Society of the United States.

Firm Information

Timothy Manning 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 Manning’s Registration & Firm History

NY

05/14/2021 - Present

KEY Investment Services LLC (CLIFTON PARK NY)

NY

05/15/2012 - 09/21/2016

LPL FINANCIAL LLC (TROY NY)

NY

10/30/2009 - 05/15/2012

HSBC SECURITIES (USA) INC. (TROY NY)

NY

01/19/2007 - 10/15/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)

NY

03/17/1997 - 01/31/2007

AXA ADVISORS, LLC (SCHENECTADY NY)

NY

03/17/1997 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/14/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy John Manning. Review regulatory record here.
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