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Adam Dae-sung Kim

KEY Investment Services LLC

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About Adam Dae-sung Kim

Adam Dae-sung Kim is a registered investment advisor representative with Key Investment Services LLC. Adam has been in the securities industry since April 4, 2017. Adam Kim is registered to provide investment advisory services in 24 states including California, Colorado, Florida, Georgia, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Adam Kim is also licensed as a broker in Ohio. Adam Kim has a Series 7TO, Series 6, and Series 63 license. Adam Kim is located in the Key Investment Services LLC branch office in Brooklyn, Ohio.

Firm Information

Adam Kim is currently registered with KEY Investment Services LLC. 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.

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Adam Kim’s Registration & Firm History

OH

10/01/2021 - Present

KEY Investment Services LLC (SPRINGBORO OH)

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Licenses & Designations

BOTH

Issued 09/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Dae-sung Kim.
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