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Kyle Adam Richards

KEY Investment Services LLC

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About Kyle Adam Richards

Kyle Richards is a registered investment advisor representative with Key Investment Services LLC. Kyle has been in the securities industry since 2022 and has experience with individual and institutional clients. Kyle holds the Series 7, Series 63, and Series 66 licenses and has a Bachelor's degree in Finance from the University of Kentucky. Kyle is also a member of the National Association of Securities Dealers (NASD). Key Investment Services LLC provides investment advisory services to individuals, corporations, and institutions. The firm is headquartered in Brooklyn, Ohio and has offices throughout the United States.

Firm Information

Kyle Richards 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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Kyle Richards’s Registration & Firm History

OH

10/12/2023 - Present

KEY Investment Services LLC (AMELIA OH)

KY

09/26/2022 - 09/15/2023

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 04/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Adam Richards.
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