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Andrew Elliot Burns

KEY Investment Services LLC

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About Andrew Elliot Burns

Andrew Elliot Burns is an investment advisor representative with Key Investment Services LLC. Andrew is a registered investment advisor representative in Maine and 19 other states, with over 17 years of experience in the industry. Andrew has passed the Series 7, Series 66 and SIE exams, and specializes in providing financial planning and portfolio management services for individuals. Andrew also serves as a lender for Sand Stays, LLC, a property management company in Maine.

Firm Information

Andrew Burns 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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Andrew Burns’s Registration & Firm History

ME

03/26/2012 - Present

KEY Investment Services LLC (BRUNSWICK ME)

ME

07/25/2006 - 03/27/2012

AMERIPRISE FINANCIAL SERVICES, INC. (SOUTH PORTLAND ME)

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Licenses & Designations

BOTH

Issued 08/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew Elliot Burns. Review regulatory record here.
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