Unclaimed Profile

Gary James Marousek

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

SIE, Series 4, Series 7, Series 8, Series 14, Series 24, Series 27Clean record23 years registeredKEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 1832173Firm CRD# 136300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary James Marousek · BROOKLYN, OH

Registration

CRD #1832173 · KEY INVESTMENT SERVICES LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEY INVESTMENT SERVICES LLC

CHARTER ONE SECURITIES, INC.

Mar 2003 – Mar 2005

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 14

Series 24

Series 27

Registration record

First registered · March 3, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEY INVESTMENT SERVICES LLC

CRD 136300 · SEC 801-65060

AUM

$4.2B

Regulatory assets under management

Employees

1,098

26,437 client accounts

Services offered by KEY INVESTMENT SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KEY INVESTMENT SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Gary James Marousek offer?

Gary James Marousek specializes in Investment Management, Fee-Only Advisory.

What are Gary James Marousek's credentials?

Gary James Marousek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary James Marousek located?

Gary James Marousek is based in BROOKLYN, Ohio, last registered with KEY INVESTMENT SERVICES LLC.

How does Gary James Marousek charge for services?

Gary James Marousek's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEY INVESTMENT SERVICES LLC?

KEY INVESTMENT SERVICES LLC has approximately 1098 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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