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Brandon Anthony Williams

KEY Investment Services LLC

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About Brandon Anthony Williams

Brandon Anthony Williams is a registered representative with Key Investment Services LLC. Brandon has been in the industry since August 13, 2018 and specializes in retirement planning and life insurance. Brandon holds Series 63, SIE and Series 7 licenses and is registered in Connecticut. Prior to joining Key Investment Services LLC, Brandon worked at Citizens Securities, Inc. and MML Investors Services, LLC.

Firm Information

Brandon Williams 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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Brandon Williams’s Registration & Firm History

CT

01/29/2020 - Present

KEY Investment Services LLC (Fairfield CT)

CT

12/19/2018 - 01/07/2020

CITIZENS SECURITIES, INC. (MIDDLETOWN CT)

MA

07/06/2018 - 11/30/2018

MML INVESTORS SERVICES, LLC (HOLYOKE MA)

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Licenses & Designations

BC

Issued 01/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Anthony Williams.
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