Anna
Vitale
Key Investment Services LLC
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About this Advisor
Anna Vitale is a financial advisor based in Cleveland, Ohio, working with Key Investment Services LLC. Anna has previously held positions at Key Investment Services, LLC, John Carroll University Csdi Office, Marcum Wealth, Avery Dennison Corporation, F.N.B. Corporation, Giant Eagle, John Carroll University, Excela Westmoreland Hospital, and Greensburg Central Catholic Junior-Senior High School. Anna has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Anna is part of Key Investment Services LLC, which operates out of Cleveland, Ohio. 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 the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
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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
Anna Vitale Work History
Key Investment Services, LLC
Marcum Wealth
Avery Dennison Corporation
John Carroll University Csdi Office
F.N.B. Corporation
Giant Eagle
John Carroll University
Excela Westmoreland Hospital
Greensburg Central Catholic Junior-Senior High School
Disclosures
Please visit the SEC profile of Anna Vitale 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
Toledo, OH
Valatie, NY
Pickerington, OH
Cleveland, OH
Cleveland, OH
Webster, NY
Cleveland, OH
Cleveland, OH
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