Theodore Feitt
Professional summary
Theodore Feitt JR, who also goes by Ted Feitt Jr., Theodore Feitt Jr., Theodore Feitt, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Coraopolis, Pennsylvania.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Theodore has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Feitt JR's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Theodore Feitt JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2019 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 953 Fifth Ave, Coraopolis, PA 15108December 4, 2019 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 953 Fifth Ave, Coraopolis, PA 15108March 31, 2016 - December 5, 2019
THE HUNTINGTON INVESTMENT COMPANY
March 31, 2016 - December 5, 2019
THE HUNTINGTON INVESTMENT COMPANY
October 14, 2015 - March 7, 2016
OSAIC INSTITUTIONS, INC.
October 14, 2015 - March 7, 2016
OSAIC INSTITUTIONS, INC.
September 8, 2014 - October 16, 2015
ESSEX NATIONAL SECURITIES, LLC
September 8, 2014 - October 16, 2015
ESSEX NATIONAL SECURITIES, LLC
March 14, 2012 - August 8, 2014
LPL FINANCIAL LLC
March 14, 2012 - August 8, 2014
LPL FINANCIAL LLC
December 22, 2009 - March 22, 2012
WALNUT STREET SECURITIES, INC.
April 8, 2009 - March 22, 2012
WALNUT STREET SECURITIES, INC.
February 24, 2009 - April 24, 2009
AVANTAX INVESTMENT SERVICES, INC.
March 20, 2008 - February 5, 2009
TRANSAMERICA CAPITAL, LLC
March 2, 2005 - March 20, 2008
PACIFIC SELECT DISTRIBUTORS, LLC
December 11, 2004 - March 16, 2005
METLIFE INVESTORS DISTRIBUTION COMPANY
July 9, 2003 - December 11, 2004
METLIFE INVESTORS DISTRIBUTION COMPANY
September 21, 2000 - August 8, 2003
ALLIANZ LIFE FINANCIAL SERVICES, LLC
February 2, 2000 - August 17, 2000
COREBRIDGE CAPITAL SERVICES, INC.
Primary Firm SEC Registration
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/4/2019)
(12/4/2019)
(1/11/2021)
(12/5/2019)
(12/4/2019)
(12/4/2019)
(1/19/2022)
(12/4/2019)
Exams
FINRA
Current Firm
KEY INVESTMENT SERVICES LLC
CRD#: 136300 / SEC#: 801-65060, 8-66999
Contact information
SEC notice filing (44 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYBANC CAPITAL MARKETS INC. | SOLE OWNER | 566 |
| CALABRESE, GIUSEPPE NMN | CO-CEO/PRESIDENT | 5013231 |
| DOUCE, MARK IVAN | CHIEF COMPLIANCE OFFICER | 2959137 |
| GULLA, MATTHEW TODD | CHIEF ADMINISTRATIVE OFFICER | 3040637 |
| HOTZ, BURTON BRUCE NICHOLAS | CHIEF RISK OFFICER | 3025138 |
| JANOFSKY, PAULA MARIE | OPERATIONS OFFICER | 2882776 |
| KOVACHICK, MARK ALLAN | CHIEF FINANCIAL OFFICER/DIRECTOR | 5390571 |
| SCHMIDT, SOLOMON LEE | CO-CEO/PRESIDENT | 4404279 |
| SKARDA, JOSEPH BRIEL | HEAD OF KEY WEALTH MANAGEMENT | 4288186 |
| THEBERGE, JONATHAN MARC | CHIEF OPERATIONS OFFICER | 7722891 |
| WEICK, PAUL ALFRED II | CHIEF LEGAL OFFICER | 2286289 |
Regulatory assets under management
| Total Number of Accounts | 27,533 |
| AUM (Assets Under Management) | $ 6,107,213,206 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
