Unclaimed Profile

Matthew Todd Gulla

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

SIE, Series 7, Series 27, Series 99TOClean recordKEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 3040637Firm CRD# 136300

Profile Verification

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

Identity

Matthew Todd Gulla · BROOKLYN, OH

Registration

CRD #3040637 · KEY INVESTMENT SERVICES LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 99TO

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 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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