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Tyler W Ross

KEY Investment Services LLC

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About Tyler W Ross

Tyler Ross is a financial advisor registered with Key Investment Services LLC in Ohio. Tyler has been active in the industry since June 2020 and has experience working with Fifth Third Securities, Inc. Tyler has passed several industry exams including the Series 63, Series 65, Series 6TO, and the SIE. Tyler is currently registered as an Investment Advisor Representative (IAR) and offers financial advice to individuals, investment companies, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Outside of Key Investment Services, LLC, Tyler also owns and operates Tyler's Collectible Group, LLC which buys and sells trading cards.

Firm Information

Tyler Ross 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 Ross’s Registration & Firm History

OH

12/14/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

05/01/2020 - 10/18/2022

FIFTH THIRD SECURITIES, INC. (DUBLIN OH)

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Licenses & Designations

IA

Issued 07/20/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2020

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

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler W Ross.
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