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Timothy Kenneth Pelcher

KEY Investment Services LLC

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About Timothy Kenneth Pelcher

Timothy Kenneth Pelcher is a financial advisor registered with Key Investment Services LLC. Timothy is registered as an investment advisor representative and has been in the industry for 30 years. Timothy has been registered with Key Investment Services since 2021. Before joining Key Investment Services, Timothy worked at LPL Financial LLC. Timothy holds Series 6, 7, 9, 10, 24, 51, 63 and 65 licenses.

Firm Information

Timothy Pelcher 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 Pelcher’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

05/15/2012 - 09/21/2016

LPL FINANCIAL LLC (ROCHESTER NY)

NY

02/21/2007 - 05/15/2012

HSBC SECURITIES (USA) INC. (ROCHESTER NY)

NY

06/20/2006 - 02/06/2007

CHASE INVESTMENT SERVICES CORP. (ONEIDA NY)

NY

11/30/2005 - 06/27/2006

CCO INVESTMENT SERVICES CORP. (BINGHAMPTON NY)

NY

03/15/1999 - 12/01/2005

CHARTER ONE SECURITIES, INC. (BINGHAMTON NY)

IA

01/02/1998 - 03/15/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

09/17/1997 - 12/31/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NJ

05/13/1991 - 04/25/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/13/1991 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 03/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/17/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/01/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/06/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/10/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Kenneth Pelcher. Review regulatory record here.
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