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Robert G Hamilton

KEY Investment Services LLC

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About Robert G Hamilton

Robert G. Hamilton is a financial advisor registered with KEY Investment Services LLC. Robert has been in the industry since September 14, 2009. He has a Series 6, 7TO, 63, and 66. Robert is registered with the state of New York. He has previous experience at LPL FINANCIAL LLC and HSBC SECURITIES (USA) INC. Robert is also registered with the following states: California, Florida, Kentucky, Maine, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Wisconsin. Robert is a registered Investment Advisor Representative in the state of New York.

Firm Information

Robert Hamilton 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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Robert Hamilton’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (North Tonawanda NY)

NY

05/21/2015 - 09/21/2016

LPL FINANCIAL LLC (BUFFALO NY)

NY

07/11/2012 - 10/16/2014

KEY INVESTMENT SERVICES LLC (BUFFALO NY)

NY

02/11/2009 - 07/11/2012

HSBC SECURITIES (USA) INC. (WEST SENECA NY)

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Licenses & Designations

BOTH

Issued 11/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert G Hamilton.
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