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Chris Coyle

KEY Investment Services LLC

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About Chris Coyle

Chris Coyle is a financial professional with over 5 years of experience in the industry. Chris is currently registered with Key Investment Services LLC in Brooklyn, OH. Chris is a Series 27, 99TO and SIE licensed professional. Chris has worked with a variety of clients, including individuals, corporations, and charitable organizations. Chris has extensive experience in portfolio management and providing financial planning services. Chris currently provides financial planning, portfolio management, and selection of other advisors services to clients. Chris is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Chris Coyle 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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Chris Coyle’s Registration & Firm History

OH

07/01/2019 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BC

Issued 09/27/2018

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris Coyle.
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