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James Robert Boyer

KEY Investment Services LLC

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About James Robert Boyer

James Robert Boyer is a registered representative with Key Investment Services LLC. James has been in the securities industry since July 31, 2001. James has a Series 66, Series 7 and SIE license. James is currently registered to provide investment advisory services in New York. James is registered with FINRA and 33 state regulators. James is also registered to provide investment advisory services in New York. James is registered with 33 state regulators and FINRA. James has previously been registered with McDonald Investments Inc. James has been with Key Investment Services LLC since October 2010. James specializes in providing financial planning and portfolio management for individuals. James also works with charitable organizations, corporations, pension plans, and individuals.

Firm Information

James Boyer 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 Boyer’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (ALBANY NY)

NY

08/01/2001 - 01/18/2006

MCDONALD INVESTMENTS INC. (RENSSELEAR NY)

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Licenses & Designations

BOTH

Issued 10/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Robert Boyer.
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