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Kyle Patrick Smith

KEY Investment Services LLC

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About Kyle Patrick Smith

Kyle Patrick Smith is a registered representative with Key Investment Services LLC. Kyle has been in the industry since 2019 and is licensed to offer securities in 14 states. Kyle has completed the Series 7, 63, and 66 exams and holds a Securities Industry Essentials (SIE) designation. Kyle’s specialties include portfolio management for both businesses and individuals. Key Investment Services LLC specializes in providing investment advice and portfolio management services to individuals, corporations, charitable organizations, and pension plans. The firm has approximately $4 billion in regulatory assets under management.

Firm Information

Kyle 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.

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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 Smith’s Registration & Firm History

OH

06/17/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 06/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Patrick Smith.
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