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Vincent Joseph Miles

KEY Investment Services LLC

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About Vincent Joseph Miles

Vincent Miles is a financial advisor with over 14 years of experience in the industry. Vincent is registered with Key Investment Services LLC and offers investment advisory services. Vincent is also registered in New York and has passed the Series 6, 7, 63, 66, and SIE exams. Vincent has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., HSBC Securities (USA) Inc., and Quick & Reilly, Inc. Vincent is committed to providing his clients with the highest level of service and expertise.

Firm Information

Vincent Miles 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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Vincent Miles’s Registration & Firm History

OH

09/16/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NY

10/23/2009 - 07/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)

NY

07/14/2006 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)

NY

06/28/2005 - 06/29/2006

HSBC SECURITIES (USA) INC. (ALBANY NY)

MA

10/20/2004 - 04/27/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

02/12/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Joseph Miles.
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