Anna M. Michaelson
Professional summary
Anna Marie Michaelson, who also goes by Anna Marie Michaelson, Anna Marie Slack, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Westerville, Ohio.
Anna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Anna has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anna Marie Michaelson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Anna Marie Michaelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2025 - Present
KEY INVESTMENT SERVICES LLC
Office #2: 175 S 3rd Street Suite 1200, Columbus, OH 43215August 19, 2025 - Present
KEY INVESTMENT SERVICES LLC
Office #2: 175 S 3rd Street Suite 1200, Columbus, OH 43215October 18, 2022 - September 4, 2024
PNC WEALTH MANAGEMENT LLC
July 8, 2022 - September 4, 2024
PNC WEALTH MANAGEMENT LLC
July 19, 2019 - July 11, 2022
THE LEADERS GROUP, INC.
September 18, 2012 - October 16, 2017
LINCOLN FINANCIAL DISTRIBUTORS, INC.
January 3, 2011 - July 25, 2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
September 1, 2010 - January 3, 2011
JPMORGAN DISTRIBUTION SERVICES, INC.
May 12, 2006 - August 18, 2010
THE HUNTINGTON INVESTMENT COMPANY
November 30, 2005 - May 9, 2006
CITIZENS SECURITIES, INC.
August 24, 2004 - December 1, 2005
CHARTER ONE SECURITIES, INC.
February 24, 2004 - August 27, 2004
BANC ONE SECURITIES CORPORATION
January 25, 2001 - January 9, 2004
JPMORGAN DISTRIBUTION SERVICES, INC.
January 21, 1999 - December 31, 2000
VICTORY CAPITAL SERVICES, INC.
October 1, 1997 - October 22, 1998
BANC ONE SECURITIES CORPORATION
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
(8/20/2025)
(8/21/2025)
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.
