Steven
Tadayon

Key Investment Services LLC

CRD#5549219
Investment Advisor
in Canton, OH

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About this Advisor

Steven Tadayon is a financial advisor based in Canton, Ohio with 9 years of industry experience. Tadayon is currently employed by Key Investment Services LLC. Their career trajectory has included roles at Key Bank, Key Investment Services LLC, Key Investment Services, LLC and Key Investment Services. Tadayon maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is registered to advise clients in Ohio. Key Investment Services LLC is a registered investment company that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 employees. It controls $3 billion in assets under management among its 23,518 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 93 charitable organizations. Of its 23,518 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Key Investment Services LLC offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4495 Everhard N.W.
Canton, OH 44718

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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

Steven Tadayon Work History

Steven has been registered as a financial advisor for 9 years.*

2020 - Present (4 years)

Key Investment Services

2015 - 2020 (5 years)

Key Investment Services, LLC

2013 - 2015 (2 years)

Key Investment Services LLC

2008 - 2013 (5 years)

Key Investment Services LLC

2006 - 2013 (7 years)

Key Bank

*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 Steven Tadayon 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

Richard Levy
Lebanon, IN
James Keller
Camillus, NY
David D'Arienzo
Kent, OH
Scott Weber
Cleveland, OH
Michael Moran
Martinsville, IN
Syed Razvi
Cleveland, OH
Evelyn Birbilas
Denver, CO
Jason Danheiser
Tonawanda, NY

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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