Brian
Tammaro
Key Investment Services LLC
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About this Advisor
Brian Tammaro is a financial advisor working in Cleveland, Ohio with a total of 4 years of relevant experience. Tammaro is currently employed by Key Investment Services LLC. Throughout their career, Tammaro has worked at Pnc Investments, The Vitamin Shoppe, General Nutrition Corporation, Nbty Vitamin World, Trumbull County- Juvenile Court, Baldwin Wallace University, Key Investment Services LLC and Key Investment Services. Tammaro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Ohio. Key Investment Services LLC is an advisory company that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 financial advisors. It manages $3 billion in assets under management between its 23,518 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 93 charitable organizations. Of its 23,518 client accounts, just 2% belong to high-net-worth investors 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 largely depend on which service is offered. However, fee types 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
Brian Tammaro Work History
Brian has been registered as a financial advisor for 4 years.*
Key Investment Services
Key Investment Services LLC
Pnc Investments
Pnc Investments
Pnc Investments
The Vitamin Shoppe
The Vitamin Shoppe
The Vitamin Shoppe
General Nutrition Corporation
Nbty Vitamin World
Trumbull County- Juvenile Court
Baldwin Wallace University
*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 Brian Tammaro 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
Centerbrook, CT
Tonawanda, NY
Cleveland, OH
Cleveland, OH
Cleveland, OH
Denver, CO
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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