Co-Ceo/president · Key Investment Services LLC
Solomon Lee Schmidt
CRD 4404279 · Named on Form ADV at one SEC-registered adviser
At a glance
Key Investment Services LLC, an SEC-registered broker-dealer firm based in Brooklyn, OH with $8.9 billion in regulatory assets, lists Solomon Lee Schmidt on its Form ADV as Co-Ceo/president, a control person.
Firms and roles
- Key Investment Services LLCCo-Ceo/presidentBroker-dealer firm · Brooklyn, OH · $8.9B in regulatory assets
AtlasMembers
Solomon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Matthew Todd GullaChief Administrative Officer, Key Investment Services LLC
- Mark Allan KovachickChief Financial Officer/director, Key Investment Services LLC
- Joseph Briel SkardaHead of Key Wealth Management, Key Investment Services LLC
- Giuseppe Nmn CalabreseCo-Ceo/president, Key Investment Services LLC
- Burton Bruce Nicholas HotzChief Risk Officer, Key Investment Services LLC
4 more people named with Solomon on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Solomon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.