Key Investment Services LLC

Investment Advisor
in Cleveland, OH

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About this Advisor

Scott Weber is a financial advisor based in Cleveland, Ohio, with a total of 1 year of industry experience. Weber is currently employed by Key Investment Services LLC. During their career, Weber has held roles at The Prudential Insurance Company Of America, Pruco Securities LLC, Key Bank and Key Investment Services, LLC. Weber holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in New York. Key Investment Services LLC is a company operating out of Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 financial advisors. It handles $3 billion in assets under management among its 23,518 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 93 charities and foundations. Of its 23,518 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. Key Investment Services LLC performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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


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


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


OH Average: $1,068,125

Investment Advisory Services

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

Scott Weber Work History

Scott has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Key Bank

2019 - Present (5 years)

Key Investment Services, LLC

2013 - 2019 (6 years)

The Prudential Insurance Company Of America

2013 - 2019 (6 years)

Pruco 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.


Please visit the SEC profile of Scott Weber 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
Brian Lafata
Cleveland, OH
Adam Birch
Cleveland, OH
Michael Moran
Martinsville, 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

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