Marcus William Hanna
Investment Adviser Representative at KEY Investment Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marcus William Hanna is an investment adviser representative with KEY Investment Services LLC in Chagrin Falls, OH, where they have been registered since 2022. They have worked in the securities industry since 2014 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Ameritas Investment Corp. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
26 states and territories
Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WEST Point Wealth ManagementJul 2014 – Apr 2017Willoughby, OH
- Ameritas Investment CorpAug 2014 – Apr 2017Willoughby, OH
- Ameritas LIFE Insurance CorpMar 2014 – Jan 2017Willoughby, OH
- THE Willoughby AgencyJul 2014 – May 2017Willoughby, OH
- JP Morgan Chase BankApr 2017 – Apr 2019Beachwood, OH
- JP Morgan Securities, LLCApr 2017 – Apr 2019Beachwood, OH
- Key Investment ServicesJun 2019 – Aug 2020Cleveland, OH
- KeyBankApr 2019 – Aug 2020Cleveland, OH
- Key Investment ServicesAug 2020 – Apr 2022Cleveland, OH
- KeyBankAug 2020 – Apr 2022Cleveland, OH
- KEY Investment Services LLCApr 2022 – Jun 2022Brooklyn, OH
- KeybankApr 2022 – Jun 2022Beachwood, OH
- Key Investment Services LLCJun 2022 – no end date reportedBrooklyn, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEY Investment Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 638
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Brooklyn, OH
- SEC file number:
- 801-65060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at KEY Investment Services LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marcus William Hanna has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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