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Robert James Hope

KEY Investment Services LLC

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About Robert James Hope

Robert James Hope has been an active financial professional since 1985 and is currently registered with Key Investment Services LLC. Robert has extensive experience in the financial services industry, having previously held roles with firms such as McDonald Investments Inc., KEY INVESTMENTS INC., Mercer Allied Corporation, Paine Webber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Baird, Patrick & Co., Inc. Robert is licensed in 21 states and is qualified to provide investment advice in New York.

Firm Information

Robert Hope 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 Hope’s Registration & Firm History

NY

02/25/2022 - Present

KEY Investment Services LLC (ALBANY NY)

NY

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (COLONIE NY)

OH

03/11/1993 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

03/14/1991 - 11/04/1992

MERCER ALLIED CORPORATION (ALBANY NY)

NJ

02/01/1988 - 03/05/1990

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

06/28/1984 - 02/10/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

09/21/1983 - 04/13/1984

BAIRD, PATRICK & CO., INC.

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Licenses & Designations

IA

Issued 02/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert James Hope. Review regulatory record here.
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