Jonathan
Fucci
Key Investment Services LLC
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About this Advisor
Jonathan Fucci is a financial advisor based in Branford, Connecticut, working with Key Investment Services LLC. Jonathan has previously held positions at First Allied Advisory Services, Inc, Infinex/United Bank, and Key Investment Services LLC. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Jonathan is part of Key Investment Services LLC, which operates out of Branford, Connecticut. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Fucci Work History
Key Investment Services LLC
Infinex/United Bank
First Allied Advisory Services, Inc
Disclosures
Please visit the SEC profile of Jonathan Fucci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Cleveland, OH
Toledo, OH
Cleveland, OH
Pickerington, OH
Cleveland, OH
Webster, NY
Buffalo, NY
Cleveland, OH
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