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Cecilio Miranda

KEY Investment Services LLC

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About Cecilio Miranda

Cecilio Miranda is a financial advisor at Key Investment Services LLC. Cecilio has been in the industry since January 1, 2018. Cecilio is a registered representative in New York and holds a Series 63, Series 66, Series 7, Series 56, Series 6TO, and SIE. Key Investment Services LLC is a financial firm headquartered in Brooklyn, Ohio with over $1 Billion - $10 Billion in assets under management. Key Investment Services LLC provides advisory services for both individuals and pooled investment vehicles and specializes in investments that are suitable for High Net Worth Individuals, Charitable Organizations, Corporations or Other Businesses, Pension and Profit Sharing Plans, and Individuals other than High Net Worth.

Firm Information

Cecilio Miranda 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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Cecilio Miranda’s Registration & Firm History

NY

02/26/2022 - Present

KEY Investment Services LLC (Amsterdam NY)

NY

02/07/2012 - 09/19/2012

T3 TRADING GROUP, LLC (NEW YORK NY)

NY

03/25/2009 - 09/14/2009

AXA ADVISORS, LLC (NEW YORK NY)

NY

01/10/2007 - 08/19/2008

ASSENT LLC (NEW YORK NY)

NY

09/08/2005 - 09/13/2006

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

06/20/2003 - 11/24/2003

MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/23/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2022

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

BC

Issued 12/18/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2012

Series 56 - Proprietary Trader Qualification Examination

BC

Issued 06/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cecilio Miranda.
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