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Adam Wade Birch

KEY Investment Services LLC

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About Adam Wade Birch

Adam Birch is an investment advisor representative associated with Key Investment Services LLC. Adam has been in the industry since 2013. The advisor is licensed in 27 states and the District of Columbia. Adam is registered to offer securities and investment advisory services in all states where they hold a license. Adam Birch specializes in individual clients, and specializes in both equity securities and fixed income securities. Adam's clients include high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Adam Birch is also registered as an Investment Advisor Representative with Key Investment Services LLC. Key Investment Services LLC manages approximately $1 billion - $10 billion in assets.

Firm Information

Adam Birch 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 Birch’s Registration & Firm History

OH

07/11/2019 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

IA

Issued 06/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2013

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 Wade Birch.
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