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Michael John Meyer

KEY Investment Services LLC

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About Michael John Meyer

Michael Meyer is a financial advisor at Key Investment Services LLC. Michael has been in the financial services industry since October 2015. Michael holds a Series 6, 7TO, 63 and 65 licenses and has a Bachelor of Science degree in Finance. Key Investment Services LLC is a registered investment advisor with over $1 billion in assets under management. The firm specializes in providing portfolio management services to individuals, high-net-worth individuals, and corporations. The firm also provides investment advisory services to pension and profit-sharing plans, charitable organizations, and other investment advisors.

Firm Information

Michael Meyer 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 Meyer’s Registration & Firm History

OH

01/10/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

FL

06/30/2016 - 01/04/2024

FIFTH THIRD SECURITIES, INC. (SARASOTA FL)

OH

08/19/2015 - 04/25/2016

CITIZENS SECURITIES, INC. (NORTHFIELD OH)

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Licenses & Designations

IA

Issued 04/26/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2015

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 John Meyer.
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