David
D'Arienzo

Key Investment Services LLC

CRD#6233497
Investment Advisor
in Kent, OH

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About this Advisor

David D'Arienzo is a financial advisor based out of Kent, Ohio. D'Arienzo is an advisor for Key Investment Services LLC. Over the course of their career, they have held roles at Western & Southern Life, W & S Brokerage Services, Inc, Jpmorgan Chase Bank, Jpmorgan Securities LLC, Key Investment Services LLC, Keybank and Key Investment Services. D'Arienzo has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Ohio. Key Investment Services LLC is a registered investment company operating out of Cleveland, OH. The company has offices in 14 locations and a total of 1,062 employees. It oversees $3 billion in total assets among its 23,518 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 93 charities and foundations. Of its 23,518 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Key Investment Services LLC performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on the services. However, fee types billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1620 S Water Street
Kent, OH 44240

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

OH Average: 34
Total Number of Accounts

23,518

OH Average: 1,972
Average Account Size

$136,785

OH Average: $1,068,125

Investment Advisory Services

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

David D'Arienzo Work History

David has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Key Investment Services LLC

2023 - 2023 (< 1 year)

Key Investment Services LLC

2023 - 2023 (< 1 year)

Keybank

2019 - 2023 (4 years)

Key Investment Services

2019 - 2023 (4 years)

Keybank

2015 - 2019 (4 years)

Key Investment Services LLC

2015 - 2019 (4 years)

Keybank

2013 - 2013 (< 1 year)

Western & Southern Life

2013 - 2013 (< 1 year)

W & S Brokerage Services, Inc

2013 - 2015 (2 years)

Jpmorgan Chase Bank

2013 - 2015 (2 years)

Jpmorgan Securities 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 David D'Arienzo 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

Scott Weber
Cleveland, OH
Steven Vale
Cleveland, OH
Jason Danheiser
Tonawanda, NY
David D'Arienzo
Kent, OH
Adam Birch
Cleveland, OH
Richard Levy
Lebanon, IN
Evelyn Birbilas
Denver, CO
Richard Fisher
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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