Unclaimed Profile

Solomon Lee Schmidt

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

KEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 4404279Firm CRD# 136300

Profile Verification

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

Identity

Solomon Lee Schmidt · BROOKLYN, OH

Registration

CRD #4404279 · KEY INVESTMENT SERVICES LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Solomon Lee Schmidt 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4404279

Firm CRD# 136300

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Solomon Lee Schmidt offer?

Solomon Lee Schmidt specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.

What are Solomon Lee Schmidt's credentials?

Solomon Lee Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Solomon Lee Schmidt located?

Solomon Lee Schmidt 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 Solomon Lee Schmidt charge for services?

Solomon Lee Schmidt'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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