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Evan Griffith Galbraith

KEY Investment Services LLC

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About Evan Griffith Galbraith

Evan Griffith Galbraith is a financial advisor with over 8 years of experience in the industry. Evan is registered with KEY Investment Services LLC, a firm that manages over $1 billion to $10 billion in assets. Evan is also a registered representative with FINRA and the state of New York, and is registered with the state of New York as an investment advisor representative. Evan has a Series 7 and Series 66 license, and has experience providing financial planning and portfolio management services to individuals and businesses. Evan has worked for FIRST COMMAND FINANCIAL PLANNING, INC. in the past, and is currently registered with both KEY Investment Services LLC and FIRST COMMAND FINANCIAL PLANNING, INC.

Firm Information

Evan Galbraith 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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Evan Galbraith’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (NYACK NY)

NY

06/04/2014 - 09/21/2018

FIRST COMMAND FINANCIAL PLANNING, INC. (Highland Falls NY)

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Licenses & Designations

BOTH

Issued 06/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Griffith Galbraith.
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