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Miguel Santiago Fernandez

KEY Investment Services LLC

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About Miguel Santiago Fernandez

Miguel Santiago Fernandez is an investment professional with over 7 years of experience in the financial services industry. Miguel is currently registered with Key Investment Services LLC in Hamden, CT and has been with the firm since January 2019. Prior to joining Key Investment Services, Miguel was registered with WELLS FARGO CLEARING SERVICES, LLC and NYLIFE SECURITIES LLC. Miguel holds Series 6, 63, and 65 securities licenses, and has experience in portfolio management, individual investment advice, and selection of other advisors.

Firm Information

Miguel Fernandez 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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Miguel Fernandez’s Registration & Firm History

CT

01/17/2019 - Present

KEY Investment Services LLC (Hamden CT)

CT

12/20/2011 - 11/26/2018

WELLS FARGO CLEARING SERVICES, LLC (NEW HAVEN CT)

CT

03/25/2011 - 10/27/2011

NYLIFE SECURITIES LLC (STRATFORD CT)

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Licenses & Designations

IA

Issued 05/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miguel Santiago Fernandez.
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