Michael
Liskay

Key Investment Services LLC

CRD#5149205
Investment Advisor
in Cleveland, OH

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About this Advisor

Michael Liskay is a financial advisor based in Cleveland, Ohio, working with Key Investment Services LLC. Michael has previously held positions at Fifth Third Bank, Fifth Third Securities, Key Investment Services, and Keybank. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Michael 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

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4900 Tiedeman Road
Cleveland, OH 44144

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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

Michael Liskay Work History

2019 - Present (5 years)

Key Investment Services

2019 - Present (5 years)

Keybank

2018 - 2019 (1 year)

Key Investment Services

2018 - 2019 (1 year)

Keybank

2014 - 2018 (4 years)

Fifth Third Bank

2014 - 2018 (4 years)

Fifth Third Securities

Disclosures

Please visit the SEC profile of Michael Liskay 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

Amy Valentine
Cleveland, OH
Cynthia Ciccotti
Cleveland, OH
Michael Liskay
Cleveland, OH
Mark Lorentzen
Port Angeles, WA
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Greg Smith
Cleveland, OH
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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