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Earle Alexander Havran

KEY Investment Services LLC

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About Earle Alexander Havran

Earle Alexander Havran is an investment advisor with Key Investment Services LLC. Earle's career in the financial services industry began on July 14, 2020. Earle has a strong background in investment advisory services, providing personalized financial advice to individuals, families and corporations. In addition to investment advisory services, Earle is also licensed to provide financial planning services.

Firm Information

Earle Havran 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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Earle Havran’s Registration & Firm History

PA

09/26/2022 - Present

KEY Investment Services LLC (OAKMONT PA)

PA

07/11/2016 - 11/30/2017

PNC INVESTMENTS (PITTSBURGH PA)

PA

08/12/2015 - 06/01/2016

CITIZENS SECURITIES, INC. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 11/29/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2022

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

BC

Issued 07/23/2022

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Earle Alexander Havran. Review regulatory record here.
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