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Nancy Miron

KEY Investment Services LLC

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About Nancy Miron

Nancy Miron is a registered investment advisor representative at Key Investment Services LLC. Nancy Miron has been in the securities industry since January 20, 2002. Nancy Miron's current registrations include a Series 66, Series 7 and SIE exam. Nancy Miron is also registered with the states of Indiana and Ohio. Key Investment Services LLC has approximately $1 billion to $10 billion of regulatory assets under management. The firm's advisory services include portfolio management for individuals.

Firm Information

Nancy Miron 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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Nancy Miron’s Registration & Firm History

OH

03/20/2015 - Present

KEY Investment Services LLC (MAYFIELD HEIGHTS OH)

OH

01/21/2002 - 01/18/2006

MCDONALD INVESTMENTS INC. (MAYFIELD HEIGHTS OH)

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Licenses & Designations

BOTH

Issued 02/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Miron.
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