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KEY Investment Services LLC

Headquartered in BROOKLYN, OH

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Firm Information

KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.

KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (49)

KEY INVESTMENT SERVICES LLC has a total of 49 branch locations across the country.
location

LEBANON, IN

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WESTLAKE, OH

location

Lakewood, NY

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CLEVELAND, OH

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KENT, OH

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GROVE CITY, OH

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GREENSBURG, PA

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MAYFIELD HEIGHTS, OH

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HARRISON, OH

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BRIDGEVILLE, PA

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PERRYSBURG, OH

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Buffalo, NY

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COLUMBUS, OH

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LIVONIA, MI

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Gresham, OR

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Puyallup, WA

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Orangeburg, NY

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Amsterdam, NY

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Orting, WA

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Milford, CT

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New City, NY

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Lakewood, WA

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MAHOPAC, NY

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Port Orchard, WA

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American Fork, UT

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Williamsville, NY

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MIDDLEBURG HEIGHTS, OH

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Greenwood Village, CO

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Rochester, WA

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Vancouver, WA

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Fort Kent, ME

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Tumwater, WA

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Centennial, CO

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Burlington, VT

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Thornton, CO

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Hamburg, NY

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SPRINGBORO, OH

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Portland, OR

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CINCINNATI, OH

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Orem, UT

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Bonney Lake, WA

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HOPEWELL JUNCTION, NY

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Marlboro, NY

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Littleton, CO

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Denver, CO

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CANTON, OH

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OLYMPIA, WA

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Woodburn, OR

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Commerce City, CO

Advisors at KEY Investment Services LLC

View All 1040 Advisors
Unclaimed
Laray Cash

RA

BROOKLYN, OH

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Unclaimed
Alexander Gere

Dewitt, NY

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Unclaimed
Syed Kasim Razvi

RA

BROOKLYN, OH

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Unclaimed
Rajwinder K Dhillon

Renton, WA

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Unclaimed
William Grochala

RA

BROOKLYN, OH

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Unclaimed
Madeline Moore

CARMEL, IN

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Unclaimed
Sarah Elizabeth Vest

Springfield, OR

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Unclaimed
Joy E. Ceroky

RA

BROOKLYN, OH

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Disclosures

There is public disclosure for KEY Investment Services LLC. Review regulatory record here.

Frequently Asked Questions (8)

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