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Evelyn Diane Birbilas

KEY Investment Services LLC

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About Evelyn Diane Birbilas

Evelyn Birbilas has been a registered investment advisor for over 30 years. Evelyn has a broad range of experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Evelyn currently works at Key Investment Services LLC, located in Denver, Colorado. Evelyn’s experience and expertise allow her to provide a variety of services, including portfolio management for individuals and selection of other advisors.

Firm Information

Evelyn Birbilas 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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Evelyn Birbilas’s Registration & Firm History

CO

09/03/2013 - Present

KEY Investment Services LLC (Denver CO)

OH

03/11/2013 - 08/01/2013

PNC INVESTMENTS (SPRINGBORO OH)

OH

03/27/1999 - 01/10/2013

FIFTH THIRD SECURITIES, INC. (DAYTON OH)

OH

08/17/1998 - 03/27/1999

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

SC

12/01/1997 - 08/28/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

CA

04/05/1995 - 12/01/1997

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

11/18/1991 - 04/17/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NJ

10/11/1991 - 12/06/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

10/11/1991 - 12/06/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 06/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Evelyn Diane Birbilas. Review regulatory record here.
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