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Matthew Todd Gulla

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio
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4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 3040637Firm CRD# 136300
01

About

Matthew Todd Gulla is a registered financial advisor based in BROOKLYN, Ohio, affiliated with KEY INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC
AUM
$4.2B
Regulatory assets under management
Employees
1098
Total firm employees
View all advisors at KEY INVESTMENT SERVICES LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3040637
Firm CRD# 136300
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Todd Gulla offer?
Matthew Todd Gulla specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.
What are Matthew Todd Gulla's credentials?
Matthew Todd Gulla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Todd Gulla located?
Matthew Todd Gulla 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 Matthew Todd Gulla charge for services?
Matthew Todd Gulla'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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Other advisors in BROOKLYN
Gregory James Ewald — VICTORY CAPITAL MANAGEMENT INC.Paul Alfred Ii Weick — KEY INVESTMENT SERVICES LLCGiuseppe Nmn Calabrese — KEY INVESTMENT SERVICES LLCMarc Alan Vosen — KEY INVESTMENT SERVICES LLCChristopher A Ohmacht — VICTORY CAPITAL MANAGEMENT INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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