Key Investment Services
42yrs
Top advisor by experience in Brooklyn
3yrs
Marcus Tobin
Financial advisor at Key Investment Services
Marcus Tobin is a fiduciary financial advisor in Brooklyn, Ohio, with 3 years in the industry. Marcus joined Key Investment Services in 2024, after less than a year at Cetera Investment Advisers. Key Investment Services offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 333 advisors with offices in Brooklyn, and one of 331 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4900 Tiedeman Road, Brooklyn, OH 44144
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,267
Advisors at the firm640
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowKey Investment Services LLCCurrent firm
- Dec 2023 – Mar 2024Cetera Investment Advisers LLCPreviously
Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Marcus
How do I contact Marcus?
Call Key Investment Services at (888) 547-2968 and ask for Marcus Tobin. Marcus works from the Brooklyn, OH office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Marcus hold?
Series 66. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Marcus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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