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Brian Matthew Patton

KEY Investment Services LLC

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About Brian Matthew Patton

Brian Patton is a financial advisor with Key Investment Services LLC. Brian has been in the industry since June 1, 2003 and has a wide range of experience. Brian is registered with the state of Pennsylvania and has a Series 6, 7, 63 and 65 licenses. Brian is also registered with FINRA and is a member of the National Association of Securities Dealers. Brian is committed to providing clients with personalized financial advice and is dedicated to helping them achieve their financial goals. Brian also serves as the President of the Prexie Wrestling Boosters, a non-profit organization dedicated to supporting youth wrestling programs.

Firm Information

Brian Patton 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 Patton’s Registration & Firm History

PA

09/21/2016 - Present

KEY Investment Services LLC (WASHINGTON PA)

PA

09/09/2009 - 09/21/2016

LPL FINANCIAL LLC (HOUSTON PA)

PA

10/06/2004 - 08/24/2009

NATCITY INVESTMENTS, INC. (WASHINGTON PA)

DE

04/28/2003 - 09/16/2004

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 12/11/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Matthew Patton.
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