Unclaimed Profile

Joseph Briel Skarda

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 6624 years registeredKEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 4288186Firm CRD# 136300

Profile Verification

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

Identity

Joseph Briel Skarda · BROOKLYN, OH

Registration

CRD #4288186 · KEY INVESTMENT SERVICES LLC · 24 years registered

Brand Profile

Not yet started

Career History

KEY INVESTMENT SERVICES LLC

May 2021 – present

J.P. MORGAN SECURITIES LLC

Oct 2012 – May 2021

WHEATON, IL

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Oct 2012

WHEATON, IL

BANC ONE SECURITIES CORPORATION

Sep 2004 – Jul 2005

CHICAGO, IL

BANC ONE SECURITIES CORPORATION

Aug 2002 – Dec 2003

CHICAGO, IL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Sep 2001 – Aug 2002

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · September 17, 2001

Years registered · 24

Disclosure History

2004Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Joseph Briel Skarda offer?

Joseph Briel Skarda specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.

What are Joseph Briel Skarda's credentials?

Joseph Briel Skarda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Briel Skarda located?

Joseph Briel Skarda is based in BROOKLYN, Ohio, working with KEY INVESTMENT SERVICES LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.

How does Joseph Briel Skarda charge for services?

Joseph Briel Skarda'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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