AK
Angel Kelley
KEY INVESTMENT SERVICES LLC
Wadsworth, OH
Some features on this profile are disabled
CRD#: 4647303
AK
Professional summary
Angel Kelley, who also goes by Angel Denise Crites, Angel Denise Kelley, Angel Denise Kimmel, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Wadsworth, Ohio.
Angel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Angel has worked at 10 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angel Denise Crites | Angel Denise Kelley | Angel Denise Kimmel
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.
CRS (Client Relationship Summary) - RIA
Click below to view Angel Kelley's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Angel Kelley's 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®
NoneExperience
Current
July 6, 2022 - Present
KEY INVESTMENT SERVICES LLC
RIA
BD
CRD#: 136300
Wadsworth, OH
Current
June 30, 2022 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 4900 Tiedeman Road, Brooklyn, OH 44144RIA
BD
CRD#: 136300
Brooklyn, OH
Past
March 11, 2022 - June 27, 2022
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
AKRON, OH
Past
November 17, 2021 - June 27, 2022
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
AKRON, OH
Past
January 14, 2019 - November 30, 2021
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
BROOKLYN, OH
Past
January 14, 2019 - November 30, 2021
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
BROOKLYN, OH
Past
April 11, 2014 - January 14, 2019
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
AKRON, OH
Past
March 14, 2014 - January 14, 2019
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
Past
September 18, 2013 - March 19, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
MASSILLON, OH
Past
September 18, 2013 - March 19, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
MASSILLON, OH
Past
November 2, 2010 - September 18, 2013
FIRSTMERIT ADVISORS, INC.
RIA
CRD#: 125249
MASSILLON, OH
Past
May 28, 2010 - September 18, 2013
FIRSTMERIT FINANCIAL SERVICES, INC
BD
CRD#: 149680
CANTON, OH
Past
January 20, 2010 - May 25, 2010
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
RITTMAN, OH
Past
January 19, 2010 - May 25, 2010
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
RITTMAN, OH
Past
January 24, 2007 - January 5, 2010
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
AKRON, OH
Past
July 1, 2005 - January 5, 2010
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
AKRON, OH
Past
March 28, 2003 - July 1, 2005
FIRSTMERIT SECURITIES, INC.
BD
CRD#: 35057
AKRON, OH
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(6/30/2022)
RR
Alaska(6/30/2022)
RR
Arizona(6/30/2022)
RR
Arkansas(6/30/2022)
RR
California(6/30/2022)
RR
Colorado(6/30/2022)
RR
Connecticut(6/30/2022)
RR
Delaware(6/30/2022)
RR
District of Columbia(6/30/2022)
RR
Florida(6/30/2022)
RR
Georgia(6/30/2022)
RR
Hawaii(6/30/2022)
RR
Idaho(6/30/2022)
RR
Illinois(6/30/2022)
RR
Indiana(6/30/2022)
RR
Iowa(6/30/2022)
RR
Kansas(6/30/2022)
RR
Kentucky(6/30/2022)
RR
Louisiana(6/30/2022)
RR
Maine(6/30/2022)
RR
Maryland(6/30/2022)
RR
Massachusetts(6/30/2022)
RR
Michigan(6/30/2022)
RR
Minnesota(6/30/2022)
RR
Mississippi(6/30/2022)
RR
Missouri(6/30/2022)
RR
Montana(6/30/2022)
RR
Nebraska(6/30/2022)
RR
Nevada(6/30/2022)
RR
New Hampshire(6/30/2022)
RR
New Jersey(6/30/2022)
RR
New Mexico(6/30/2022)
RR
New York(6/30/2022)
RR
North Carolina(6/30/2022)
RR
North Dakota(6/30/2022)
RR
Ohio(7/1/2022)
IAR
Ohio(7/6/2022)
RR
Oklahoma(6/30/2022)
RR
Oregon(6/30/2022)
RR
Pennsylvania(6/30/2022)
RR
Rhode Island(6/30/2022)
RR
South Carolina(6/30/2022)
RR
South Dakota(6/30/2022)
RR
Tennessee(6/30/2022)
RR
Texas(6/30/2022)
RR
Utah(6/30/2022)
RR
Vermont(6/30/2022)
RR
Virginia(6/30/2022)
RR
Washington(6/30/2022)
RR
West Virginia(6/30/2022)
RR
Wisconsin(6/30/2022)
RR
Wyoming(6/30/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)
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.
