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Robert Michael Stevens

KEY Investment Services LLC

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About Robert Michael Stevens

Robert Michael Stevens is a financial professional with over 25 years of experience in the financial services industry. Robert is currently registered with Key Investment Services LLC and has been with the firm since 2005. Previously, Robert was employed by McDonald Investments Inc. and Key Investments Inc. Robert holds a Series 6, 7, 63, and 65 securities license. Robert has a strong track record of providing financial advice to individuals, businesses, and charitable organizations.

Firm Information

Robert Stevens 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 Stevens’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (NORTH TONAWANDA NY)

NY

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (N. TONAWANDA NY)

OH

05/09/1994 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

NY

04/14/1994 - 05/13/1994

WANG INVESTMENT ASSOCIATES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/28/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/13/1994

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 Michael Stevens.
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