KEYBANC CAPITAL MARKETS RESEARCH, LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 326557
- Registered since
- October 6, 2023
- Website
- www.key.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Keybanc Capital Markets Research, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser beginning in 2023. The dataset classifies the firm as an unclassified adviser and identifies ownership as a domestic entity and individual. It is registered to operate across multiple states and is not designated as a capital allocator. The firm’s fee framework is listed as “Other,” and it is not identified as an active ESG investor, a pension consultant, or a related adviser to another registered manager. Regulatory and industry affiliations recorded for the firm include broker-dealer activity, registration as a municipal advisor, commodity pool operator/commodity trading advisor activity (CPO/CTA), and connections to a banking or thrift institution. Those affiliations, together with the firm name and the absence of reported client assets, suggest its activities emphasize research and intermediary functions rather than traditional discretionary asset management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DOUGLAS PREISER
Chief Operating OfficerCRD 1690776
Contacts
2 of 2TAHIRA AFZAL
Director of Equity ResearchCRD 4704209
BLANCA ORTIZ
SVP, CCOCRD 1995557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 127 Public Sq
- Time zone
- ET (UTC-5)
- Office locations
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