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Andrew L Roberts

KEY Investment Services LLC

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About Andrew L Roberts

Andrew Roberts is a financial advisor with over 20 years of experience in the industry. He is registered with Key Investment Services LLC in Loudonville, New York, and has previously held roles at LPL Financial LLC, BANC of America Investment Services, INC., QUICK & REILLY, INC., and FIS SECURITIES, INC. Andrew's expertise includes providing financial advice and portfolio management services to individuals, corporations, and other businesses. Key Investment Services LLC offers a wide range of financial products and services to individuals, families, businesses, and non-profit organizations. Andrew's dedication to providing comprehensive financial solutions and building long-lasting relationships has earned him a strong reputation among his clients.

Firm Information

Andrew Roberts 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 Roberts’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (LOUDONVILLE NY)

NY

08/25/2010 - 09/21/2016

LPL FINANCIAL LLC (LOUDONVILLE NY)

NY

10/20/2004 - 06/22/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)

NY

09/25/2000 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

MA

02/11/2000 - 09/25/2000

FIS SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew L Roberts. Review regulatory record here.
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