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James Michael Schaible

KEY Investment Services LLC

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About James Michael Schaible

James Michael Schaible is an investment advisor representative at Key Investment Services LLC, a firm with over $1 billion in assets under management. James has been in the financial services industry for over 10 years and has worked at several other financial institutions including LPL Financial LLC, RBC Capital Markets, LLC and TD Private Client Wealth LLC. James holds Series 66, Series 7TO, and SIE licenses and has experience providing financial planning and portfolio management services to individuals and institutions.

Firm Information

James Schaible 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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James Schaible’s Registration & Firm History

OH

02/27/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

04/07/2023 - 02/09/2024

TD PRIVATE CLIENT WEALTH LLC (Latham NY)

NY

08/02/2022 - 04/05/2023

RBC CAPITAL MARKETS, LLC (ALBANY NY)

NY

06/22/2021 - 06/14/2022

LPL FINANCIAL LLC (Latham NY)

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Licenses & Designations

BOTH

Issued 10/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Michael Schaible.
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