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Nicholas Michael Adams

KEY Investment Services LLC

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About Nicholas Michael Adams

Nicholas Michael Adams is a registered representative with Key Investment Services LLC. Nicholas has been in the financial services industry since September 2021. Prior to joining Key, Nicholas was associated with WELLS FARGO CLEARING SERVICES, LLC. Nicholas has a Series 66 license and holds a Series 7TO and SIE license. Nicholas has been registered with the state of Ohio since October 2022. The firm offers a wide range of services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Nicholas has a focus in the areas of portfolio management for individuals and selection of other advisers.

Firm Information

Nicholas Adams 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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Nicholas Adams’s Registration & Firm History

OH

03/22/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

UT

09/20/2021 - 10/28/2022

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Michael Adams.
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