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Paul Michael Coleman

KEY Investment Services LLC

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About Paul Michael Coleman

Paul Coleman is a financial advisor with Key Investment Services LLC. Paul has been a financial advisor for over 15 years and holds several licenses, including Series 6, 7, 24, 63 and 66. Paul has worked at Key Investment Services LLC since 2008 and has been an Investment Advisor Representative for the firm since 2021. Paul is registered in New York and has experience in both securities and investment advisory services. Paul's clients include high net worth individuals, corporations, pension and profit sharing plans, individuals other than high net worth, and charitable organizations.

Firm Information

Paul Coleman 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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Paul Coleman’s Registration & Firm History

OH

03/26/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 01/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Michael Coleman.
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