Richard Brady (CRD# 5404645) is an Investment Advisor Representative working at Key Investment Services LLC in Hilliard, OH and has over 10 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services | Columbus, OH | Aug 2020 - Current | 3 |
| Key Investment Services, LLC | Hilliard, OH | Jun 2017 - Aug 2020 | 3 |
| Keybank | Hilliard, OH | Sep 2016 - Jun 2017 | < 1 |
| Key Investment Services, LLC | Hilliard, OH | Sep 2016 - Jun 2017 | < 1 |
| Keybank | Hilliard, OH | Jan 2016 - Sep 2016 | < 1 |
| Key Investment Services, LLC | Hilliard, OH | Jan 2016 - Sep 2016 | < 1 |
| Key Investment Services LLC | Canton, OH | Aug 2007 - Jan 2016 | 8 |
| Key Bank | Hilliard, OH | Jul 2003 - Jan 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- OH
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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