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GP

Gregory M. Palichleb

KEY INVESTMENT SERVICES LLC
SHEFFIELD VILLAGE, OH 44035
Some features on this profile are disabled
CRD#: 4598611
GP

Professional summary

Gregory Michael Palichleb, who also goes by Greg Palichleb, is a registered financial professional currently at KEY INVESTMENT SERVICES LLC located in Sheffield Village, Ohio.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2002. Gregory has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Palichleb

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Michael Palichleb's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 10, 2025 - Present

KEY INVESTMENT SERVICES LLC

Office #1: 5290 Detroit Rd, Sheffield Village, OH 44035
RIA
BD
CRD#: 136300
SHEFFIELD VILLAGE, OH
Past

August 4, 2023 - November 5, 2024

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
SHEFFIELD VILLAGE, OH
Past

February 1, 2017 - July 10, 2023

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
CLEVELAND, OH
Past

November 18, 2015 - October 7, 2016

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CLEVELAND, OH
Past

November 17, 2015 - October 7, 2016

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CLEVELAND, OH
Past

October 2, 2013 - November 18, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NORTH OLMSTED, OH
Past

October 2, 2013 - November 18, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NORTH OLMSTED, OH
Past

October 29, 2012 - October 25, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
NORTH RIDGEVILLE, OH
Past

October 29, 2012 - October 25, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
NORTH RIDGEVILLE, OH
Past

October 1, 2012 - October 17, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
WESTLAKE, OH
Past

October 1, 2012 - October 17, 2012

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WESTLAKE, OH
Past

November 14, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
LORAIN, OH
Past

October 11, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LORAIN, OH
Past

June 1, 2006 - October 4, 2011

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
FAIRVIEW PARK, OH
Past

March 4, 2006 - April 5, 2006

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
OLMSTED FALLS, OH
Past

October 19, 2004 - February 28, 2006

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

January 2, 2004 - August 9, 2004

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

November 26, 2002 - October 1, 2003

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC

CRD#: 136300 / SEC#: 801-65060, 8-66999

RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(12/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/10/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/23/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC

CRD#: 136300 / SEC#: 801-65060, 8-66999

RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Phone number
(888) 547-2968
Established
Ohio since 06/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,131

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

KIS FORM ADV PART 2A APPENDIX 1 (4/21/2025)

Direct owners and executive officers

NamePositionCRD#
KEYBANC CAPITAL MARKETS INC.SOLE OWNER566
CALABRESE, GIUSEPPE NMNCO-CEO/PRESIDENT5013231
DOUCE, MARK IVANCHIEF COMPLIANCE OFFICER2959137
GULLA, MATTHEW TODDCHIEF ADMINISTRATIVE OFFICER3040637
HOTZ, BURTON BRUCE NICHOLASCHIEF RISK OFFICER3025138
JANOFSKY, PAULA MARIEOPERATIONS OFFICER2882776
KOVACHICK, MARK ALLANCHIEF FINANCIAL OFFICER/DIRECTOR5390571
SCHMIDT, SOLOMON LEECO-CEO/PRESIDENT4404279
SKARDA, JOSEPH BRIELHEAD OF KEY WEALTH MANAGEMENT4288186
THEBERGE, JONATHAN MARCCHIEF OPERATIONS OFFICER7722891
WEICK, PAUL ALFRED IICHIEF LEGAL OFFICER2286289

Regulatory assets under management

Total Number of Accounts27,533
AUM (Assets Under Management)$ 6,107,213,206

Disclosures

Regulatory Event4

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.

Company Information

KEY INVESTMENT SERVICES LLC

CRD#: 136300Sheffield Village, OH 44035

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