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William Grochala

KEY Investment Services LLC

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About William Grochala

William Grochala is a financial advisor with Key Investment Services LLC and has been in the industry since August 19, 2014. William is registered with the state of New York as an Investment Advisor Representative. William is also registered as a Broker-Dealer in the states of Arizona, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Michigan, New Hampshire, New York, North Carolina, Oregon and Virginia. William holds the Series 65, Series 63, Series 7 and SIE exams. William has experience working at AXA Advisors, LLC and Keybank. Key Investment Services LLC is a registered investment advisor with offices in Brooklyn, OH and Amherst, NY. Key Investment Services LLC manages assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans.

Firm Information

William Grochala 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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William Grochala’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/04/2014 - 08/17/2016

AXA ADVISORS, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

IA

Issued 02/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Grochala.
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