linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian William Daly

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian William Daly

Brian William Daly is a financial professional with over 10 years of experience in the industry. Brian has been registered with the state of New York since 2012. Brian is currently a Registered Representative with Key Investment Services LLC in the Catskill, New York branch office and is also registered in the Brooklyn, Ohio branch office of the firm. Brian has previously held positions at several other firms, including J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., EDWARD JONES, and DAVIS SECURITIES LLC.

Firm Information

Brian Daly 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Daly’s Registration & Firm History

NY

07/11/2024 - Present

KEY Investment Services LLC (Catskill NY)

NY

04/26/2024 - 06/26/2024

AEGIS CAPITAL CORP. (MELVILLE NY)

NY

10/01/2012 - 04/05/2019

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

11/03/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NJ

11/03/2008 - 10/08/2010

EDWARD JONES (UPPER MONTCLAIR NJ)

NY

05/15/2008 - 10/13/2008

DAVIS SECURITIES LLC (NEW YORK NY)

Not sure if Brian William Daly is right for you?

Licenses & Designations

BOTH

Issued 05/23/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2024

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian William Daly.
Not sure if Brian William Daly is right for you?