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Anthony James Kerins

KEY Investment Services LLC

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About Anthony James Kerins

Anthony Kerins is a financial professional with over 20 years of experience in the industry. Anthony is currently registered as a Registered Representative and Investment Adviser Representative with Key Investment Services LLC, based in Brooklyn, Ohio. Anthony's career has included previous roles with Valic Financial Advisors, Inc., MML Investors Services, LLC, and Signator Investors, Inc. Anthony holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation. Anthony provides financial advice and portfolio management for individuals and investment companies.

Firm Information

Anthony Kerins 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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Anthony Kerins’s Registration & Firm History

IN

01/05/2023 - Present

KEY Investment Services LLC (BROWNSBURG IN)

IN

06/22/2021 - 06/15/2022

KEY INVESTMENT SERVICES LLC (FRANKLIN IN)

IN

07/02/2018 - 01/26/2021

VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)

IN

07/20/2010 - 07/11/2018

MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)

IN

08/17/2009 - 07/09/2010

SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)

NY

11/15/2001 - 07/06/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony James Kerins.
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