Christian
Moore

Key Investment Services LLC

CRD#6531007
Investment Advisor
in Columbus, OH

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About this Advisor

Christian Moore is a financial advisor based in Columbus, Ohio, working with Key Investment Services LLC. Christian has previously held positions at College Works Painting, Ohio State Calling, Total Quality Logistics, Last Call Operating, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Champps, Keybank, Key Investment Services LLC, Key Investment Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Janney Montgomery Scott LLC. Christian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Christian is part of Key Investment Services LLC, which operates out of Columbus, 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 selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3120 Tremont Rd
Columbus, OH 43221

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

OH Average: $2,106,341,625
Total Number of Employees

1,098

OH Average: 34
Total Number of Accounts

26,437

OH Average: 1,972
Average Account Size

$158,412

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christian Moore Work History

2023 - Present (2 years)

Key Investment Services LLC

2022 - 2023 (1 year)

Janney Montgomery Scott LLC

2020 - 2022 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2022 (2 years)

Bank Of America, N.A

2019 - 2019 (< 1 year)

Key Investment Services

2019 - 2020 (1 year)

Keybank

2019 - 2020 (1 year)

Key Investment Services

2016 - 2020 (4 years)

Keybank

2016 - 2020 (4 years)

Key Investment Services LLC

2016 - 2020 (4 years)

Keybank

2015 - 2015 (< 1 year)

Total Quality Logistics

2015 - 2015 (< 1 year)

Last Call Operating

2015 - 2016 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Champps

2014 - 2014 (< 1 year)

College Works Painting

2014 - 2014 (< 1 year)

Ohio State Calling

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Disclosures

Please visit the SEC profile of Christian Moore 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

Michael Liskay
Cleveland, OH
Eric Parker
Cleveland, OH
Chris Dunkel
Pickerington, OH
Greg Smith
Cleveland, OH
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Donald Armstrong
Buffalo, NY
Kyle Forman
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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