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William George Whiteley

KEY Investment Services LLC

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About William George Whiteley

William George Whiteley IV is a financial advisor with Key Investment Services LLC. William has been in the financial services industry since June 24, 2016. He is licensed to offer securities and investment advisory services in Arkansas, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Utah, and Wisconsin. William specializes in providing investment advice to individuals and businesses. He is also licensed to provide investment advice to charitable organizations, pension and profit-sharing plans, and corporations or other businesses. William’s focus is on working with clients to achieve their financial goals.

Firm Information

William Whiteley 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 Whiteley’s Registration & Firm History

OH

08/16/2021 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

09/04/2018 - 08/05/2021

VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)

OH

06/02/2017 - 09/04/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

KY

04/12/2016 - 03/29/2017

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 11/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William George Whiteley.
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