Gregory
Ditlinger
Key Investment Services LLC
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About this Advisor
Gregory Ditlinger is a financial advisor who works out of Noblesville, Indiana with a total of 6 years of relevant experience. Ditlinger currently works for Key Investment Services LLC. Throughout their career, Ditlinger has worked at Key Bank Na, Key Investment Service LLC, Key Investment Services LLC, Key Investment Services, LLC and Keybank. Ditlinger maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Indiana. Key Investment Services LLC is a financial advisory business headquartered in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 people on staff. It oversees $3 billion in assets under management across its 23,518 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 93 charities and foundations. Of its 23,518 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Key Investment Services LLC performs a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Ditlinger Work History
Gregory has been registered as a financial advisor for 6 years.*
Key Investment Services, LLC
Keybank
Key Investment Services, LLC
Keybank
Key Investment Services LLC
Key Bank Na
Key Investment Service LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Ditlinger 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
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Tonawanda, NY
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Vancouver, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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