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Robert John Rice

KEY Investment Services LLC

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About Robert John Rice

Robert John Rice is a financial advisor at Key Investment Services LLC in Medina, NY. Robert has over 30 years of experience in the financial services industry. Robert is registered with FINRA and the SEC. He is also registered with the state of New York and several other states. Robert specializes in providing financial advice to individuals, businesses, and institutions. Robert is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Robert Rice 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 Rice’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (Medina NY)

NY

05/01/2008 - 07/11/2012

HSBC SECURITIES (USA) INC. (MEDINA NY)

NY

10/22/2004 - 04/09/2008

INVESTACORP, INC. (MEDINA NY)

NY

02/20/1998 - 09/17/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

02/06/2003 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

NJ

01/22/1990 - 02/24/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/22/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/19/1990

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 John Rice.
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