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Taylor Heit

KEY Investment Services LLC

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About Taylor Heit

Taylor Heit is an investment advisor representative at Key Investment Services LLC, a firm headquartered in Brooklyn, OH. Taylor has been in the industry since 2019 and has a wide range of experience in financial services. Taylor is registered to provide investment advice in all 50 states. Taylor's expertise includes portfolio management for individuals, as well as selection of other advisors.

Firm Information

Taylor Heit 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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Taylor Heit’s Registration & Firm History

OH

07/09/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

CO

11/16/2019 - 10/20/2022

J.P. MORGAN SECURITIES LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 07/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Taylor Heit. Review regulatory record here.
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