Unclaimed Profile

Marty Lewis Oconnor

KEY REAL ESTATE EQUITY CAPITAL, INC·CLEVELAND, Ohio

Clean recordKEY REAL ESTATE EQUITY CAPITAL, INC

127 PUBLIC SQUARE, CLEVELAND, OH 44114CRD# 2325334Firm CRD# 163795

Profile Verification

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

Identity

Marty Lewis Oconnor · CLEVELAND, OH

Registration

CRD #2325334 · KEY REAL ESTATE EQUITY CAPITAL, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marty Lewis Oconnor is a registered financial advisor based in CLEVELAND, Ohio, affiliated with KEY REAL ESTATE EQUITY CAPITAL, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KEY REAL ESTATE EQUITY CAPITAL, INC

AUM

$42M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEY REAL ESTATE EQUITY CAPITAL, INC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2325334

Firm CRD# 163795

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marty Lewis Oconnor offer?

Marty Lewis Oconnor specializes in Retirement Planning. Contact their office in CLEVELAND, Ohio for a consultation.

What are Marty Lewis Oconnor's credentials?

Marty Lewis Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marty Lewis Oconnor located?

Marty Lewis Oconnor is based in CLEVELAND, Ohio, working with KEY REAL ESTATE EQUITY CAPITAL, INC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Marty Lewis Oconnor charge for services?

Marty Lewis Oconnor's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEY REAL ESTATE EQUITY CAPITAL, INC?

KEY REAL ESTATE EQUITY CAPITAL, INC has approximately 21 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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