Robert
Marcinko
Key Investment Services LLC
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About this Advisor
Robert Marcinko is a financial advisor working in Bridgeville, Pennsylvania. Marcinko is on the advisory team at Key Investment Services LLC. Their career trajectory has included roles at Cco Investment Services Corp, Key Investment Services LLC and Keybank. Marcinko has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Key Investment Services LLC is a registered investment firm headquartered in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 advisors. It handles $3 billion in assets under management across its 23,518 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 93 charitable organizations. Of its 23,518 accounts, just 2% are held by high-net-worth individuals who have at least $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 advisory services are based on which services are provided. Fees charged by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Marcinko Work History
Robert has been registered as a financial advisor for 0 years.*
Key Investment Services LLC
Keybank
Cco Investment Services Corp
*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 Robert Marcinko 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
Cleveland, OH
Hudson, NY
Kent, OH
Cleveland, OH
Martinsville, IN
Cleveland, OH
Denver, CO
Cleveland, OH
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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