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Christian Robert Brown

KEY Investment Services LLC

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About Christian Robert Brown

Christian Robert Brown is a financial advisor with over 18 years of experience in the financial services industry. Christian currently works for Key Investment Services LLC, a firm with a broad range of financial services offerings, including investment management and financial planning. Before joining Key Investment Services LLC, Christian was a financial advisor at LPL Financial LLC. Christian holds a number of professional licenses and certifications, including Series 6, 7, 24, and 63.

Firm Information

Christian Brown 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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Christian Brown’s Registration & Firm History

OH

07/18/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

06/09/2021 - 07/27/2022

LPL FINANCIAL LLC (AUBURN NY)

NY

01/03/2011 - 06/09/2021

M&T SECURITIES, INC. (SYRACUSE NY)

NY

12/16/2008 - 12/14/2010

COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)

NY

01/24/2006 - 01/02/2009

HSBC SECURITIES (USA) INC. (ITHACA NY)

NY

01/01/2005 - 12/21/2005

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

06/24/2004 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christian Robert Brown. Review regulatory record here.
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