DC
DC
David Cizmadia
33 Years of Experience
Cleveland, OH
2 DisclosuresBroker
David Cizmadia is a registered investment advisor at Key Investment Services LLC, based in Cleveland, OH, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
127 Public Square, Cleveland, OH, 44114
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2011Settled
Customer Dispute
April 2004Denied
Employment History
Current Registrations
Key Investment Services LLC
February 2006 - Present · 20 yrs 3 mos
Key Investment Services LLCBroker
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
October 2000 - February 2006 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
August 2000 - February 2006 · 5 yrs 6 mos
Mcdonald Investments INC.Broker
February 1997 - August 2000 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - March 1997 · 4 yrs 4 mos
State Registrations35 states
ALAZCACOCTDCFLGAIAIDILINKYMAMDMEMIMNMOMTNCNJNMNVNYOHORPASCTNTXUTVAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.