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William Austin Mitchell

KEY Investment Services LLC

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About William Austin Mitchell

William Mitchell is a registered representative with Key Investment Services LLC. William has been in the industry for over two years. William has a Series 7TO, SIE and Series 66 license. William is located in Brooklyn, Ohio, and has experience with individuals, corporations or other businesses, and charitable organizations. William's previous employer was WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

William Mitchell 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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William Mitchell’s Registration & Firm History

WA

05/02/2023 - Present

KEY Investment Services LLC (Oak Harbor WA)

WA

11/08/2021 - 02/09/2023

WELLS FARGO CLEARING SERVICES, LLC (OAK HARBOR WA)

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Licenses & Designations

BOTH

Issued 12/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Austin Mitchell.
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