Kevin Burke, financial advisor Brooklyn OH

Kevin Burke

CRD Number: 2599677
Current Firm: Key Investment Services LLC

Kevin Burke (CRD# 2599677) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 28 years of experience in the finance industry. Kevin Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Key Investment Services LLC Brooklyn, OH Oct 2018 - Current 5
Capital One Advisors, LLC Mclean, VA Aug 2016 - Sep 2018 2
Capital One Investing, LLC Mclean, VA Aug 2016 - Sep 2018 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2016 1
Morgan Stanley Tampa, FL Jun 2013 - Jul 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Kevin M. Burke
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,217
    MILLIONS
  • Total Number of Accounts
    23,518
    ACCOUNTS
  • Average Account Value
    $136,785
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, 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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