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Tyler Foley

KEY Investment Services LLC

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About Tyler Foley

Tyler Foley is an investment advisor representative at Key Investment Services LLC. Tyler has been working in the financial industry since 2017 and has experience with Prudential Insurance Company of America, Santander Securities, LLC, and Pruco Securities, LLC. Tyler has also worked with KeyBank and Key Investment Services LLC in various roles. Tyler is registered in 12 states and is licensed to sell securities in both broker-dealer and investment advisor capacities.

Firm Information

Tyler Foley 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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Tyler Foley’s Registration & Firm History

OH

11/09/2020 - Present

KEY Investment Services LLC (BROOKLYN OH)

PA

10/04/2017 - 07/26/2018

SANTANDER SECURITIES LLC (KING OF PRUSSIA PA)

PA

05/16/2017 - 09/07/2017

PRUCO SECURITIES, LLC. (Exton PA)

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Licenses & Designations

BOTH

Issued 11/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler Foley.
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