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Brian Clifford

KEY Investment Services LLC

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About Brian Clifford

Brian Clifford is a registered investment advisor representative at Key Investment Services LLC. Brian's office is located in Brooklyn, OH and he has been in the industry for 10 years. Brian has a Series 7, 63 and 66 license and has been registered with FINRA and the SEC. Brian is also registered in New York as an investment advisor. Brian specializes in financial planning and portfolio management for individuals. Brian's current firm, Key Investment Services LLC, has been serving clients since 2019. They have $1 billion to $10 billion in assets under management and offer a variety of services to individuals, corporations, and high-net-worth individuals.

Firm Information

Brian Clifford 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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Brian Clifford’s Registration & Firm History

NY

07/27/2021 - Present

KEY Investment Services LLC (Baldwinsville NY)

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Licenses & Designations

BOTH

Issued 07/26/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Clifford.
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