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Michael Andrew Paul

KEY Investment Services LLC

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About Michael Andrew Paul

Michael Paul is a registered investment advisor representative with Key Investment Services LLC, in Amherst, New York. Michael Paul has been in the industry since May 17, 2016, and has Series 6, 7TO, 63, and 66 licenses. Michael Paul is also registered with the State of New York. Key Investment Services LLC has offices in Amherst, New York, and Brooklyn, Ohio. The firm provides advisory services for individuals and investment companies. The firm has offices in Amherst, New York, and Brooklyn, Ohio. The firm has a total of $4.18 Billion in regulatory assets under management. The firm's investment strategy is to provide investment advice to individuals and businesses.

Firm Information

Michael Paul 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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Michael Paul’s Registration & Firm History

NY

12/23/2021 - Present

KEY Investment Services LLC (Amherst NY)

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Licenses & Designations

BOTH

Issued 12/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew Paul.
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