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Veronica A Mangione

KEY Investment Services LLC

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About Veronica A Mangione

Veronica Mangione is a registered representative with Key Investment Services LLC. Veronica has been in the industry since January 11, 2008. She has been registered with Key Investment Services LLC since August 12, 2021. Veronica has previously held positions with PARK AVENUE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Veronica has a Series 7, Series 66, and SIE. She has a specialization in securities and insurance. Veronica also works part-time as a school bus driver for the Ichabod Crane Central Schools. Veronica provides financial planning and portfolio management services to individuals.

Firm Information

Veronica Mangione 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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Veronica Mangione’s Registration & Firm History

NY

08/12/2021 - Present

KEY Investment Services LLC (Valatie NY)

NY

02/07/2014 - 05/13/2019

PARK AVENUE SECURITIES LLC (LATHAM NY)

NY

02/19/2010 - 12/23/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)

NY

06/01/2009 - 03/10/2010

MORGAN STANLEY SMITH BARNEY (ALBANY NY)

NY

11/28/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)

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Licenses & Designations

BOTH

Issued 12/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Veronica A Mangione. Review regulatory record here.
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