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GA

Guerschom Altidor

KEY INVESTMENT SERVICES
HARRISON, OH 45030
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CRD#: 8070064
GA
Guerschom AltidorKEY INVESTMENT SERVICES

Professional summary


Guerschom Altidor is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Harrison, Ohio.

Guerschom is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Guerschom has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases


None

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.
LULULEMON- POSITION: null NATURE: Lululemon is a luxury lifestyle brand, they in the business of selling high-quality lifestyle products (clothes, water bottle, workout clothes etc...) INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025. ADDRESS: 7875 Montgomery Rd, Cicinnati OH 45236, United States. DESCRIPTION: I work Back of house for lululemon, more precisely Product operation education, which mean I work mostly after store close, get the Items ready to go in the floor for nest day, also make sure Items are available for purchase on days I work during business hours which are weekends.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Guerschom Altidor's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Guerschom Altidor'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

July 15, 2026 - Present

KEY INVESTMENT SERVICES LLC

Office #1: 10600 Harrison Ave, Harrison, OH 45030
RIA
BD
CRD#: 136300
HARRISON, OH
Current

July 15, 2026 - Present

KEY INVESTMENT SERVICES LLC

Office #1: 10600 Harrison Ave, Harrison, OH 45030
RIA
BD
CRD#: 136300
HARRISON, OH
Past

November 13, 2025 - July 17, 2026

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
Edgewood , KY
Past

August 5, 2025 - July 17, 2026

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CRESCENT SPRINGS, KY

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
Kentucky
(7/28/2026)
RR
Ohio
(7/15/2026)
IAR
Ohio
(7/15/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/13/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/5/2025
General Securities Representative Examination
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)


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#: 136300Harrison, OH 45030

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