linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Patrick Smith

KEY Investment Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Patrick Smith

Kevin Patrick Smith is a financial advisor registered with Key Investment Services LLC. Kevin has been working in the financial services industry since April 12, 2001. Previously, Kevin Smith was employed by THE HUNTINGTON INVESTMENT COMPANY and McDonald Investments Inc.. Kevin has also worked for NatCity Investments, Inc., Red Capital Markets, Inc. and Clear Channel Communications. Kevin Smith holds FINRA Series 6, 7, 63, and 66 licenses. Kevin is registered as an investment advisor representative in Ohio.

Firm Information

Kevin Smith 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Smith’s Registration & Firm History

OH

08/23/2016 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

10/16/2012 - 08/18/2016

THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)

OH

06/25/2012 - 09/04/2012

THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)

OH

01/18/2006 - 06/15/2012

KEY INVESTMENT SERVICES LLC (HAMILTON OH)

OH

05/26/2005 - 01/18/2006

MCDONALD INVESTMENTS INC. (CINCINNATI OH)

OH

10/13/2004 - 03/28/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

12/21/2000 - 10/13/2004

RED CAPITAL MARKETS, INC. (COLUMBUS OH)

Not sure if Kevin Patrick Smith is right for you?

Licenses & Designations

BOTH

Issued 09/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Patrick Smith.
Not sure if Kevin Patrick Smith is right for you?