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William Patrick Hayden

KEY Investment Services LLC

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About William Patrick Hayden

William Patrick Hayden is a financial advisor with Key Investment Services LLC. William has been in the industry since 2007 and has a strong background in the financial services industry. William holds Series 7, Series 24, Series 14, and SIE licenses. William is registered with FINRA and the state of Ohio. William previously worked with Keybanc Capital Markets Inc. William also has previous experience with Wachovia Capital Markets, LLC, Wachovia Securities, LLC and Global Brokerage Services, Inc.

Firm Information

William Hayden 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 Hayden’s Registration & Firm History

OH

09/07/2023 - Present

KEY Investment Services LLC (BROOKLYN OH)

NC

07/01/2003 - 09/30/2008

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

12/04/2002 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MD

04/04/2000 - 10/03/2000

GLOBAL BROKERAGE SERVICES, INC. (HUNT VALLEY MD)

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Licenses & Designations

BC

Issued 05/07/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/21/2014

Series 14 - Compliance Officer Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Patrick Hayden.
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