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Bradley Julius Skiba

KEY Investment Services LLC

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About Bradley Julius Skiba

Bradley Julius Skiba is a financial professional with over 10 years of experience in the industry. Bradley is currently registered with Key Investment Services LLC and is located in Brooklyn, OH. Bradley has previously held positions at Key Investment Services LLC in Midvale, UT and J.P. Morgan Securities LLC in San Diego, CA. Bradley holds the Series 6, Series 7TO and SIE licenses. Bradley specializes in providing portfolio management services to individuals and selecting other advisors.

Firm Information

Bradley Skiba 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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Bradley Skiba’s Registration & Firm History

OH

03/15/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

UT

04/29/2016 - 08/26/2019

KEY INVESTMENT SERVICES LLC (MIDVALE UT)

CA

10/01/2012 - 03/01/2016

J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)

CA

07/10/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 07/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Julius Skiba.
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