Key Investment Services LLC

Key Investment Services LLC (CRD# 136300) is a financial advisory firm headquartered in Brooklyn, OH. They manage $4,187,935,886 in 26,437 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,188
    MILLION
  • Total Number of Accounts
    26,437
    ACCOUNTS
  • Average Account Value
    $158,412
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Key Investment Services LLC
Showing 11 - 20 of 436 top financial advisors.
11
Andrew Bartholomew
CRD#: 5061678
268 Grant Avenue, Auburn, NY 13021

Andrew Bartholomew (CRD# 5061678) is an Investment Advisor Representative working at Key Investment Services LLC in Auburn, NY and has over 18 years of experience in the finance industry.

12
Christina M. Bates
CRD#: 5991709
10439 Gravelly Lake Dr. Sw, Lakewood, WA 98499

Christina Bates (CRD# 5991709) is an Investment Advisor Representative working at Key Investment Services LLC in Lakewood, WA and has over 12 years of experience in the finance industry.

13
David R. Beam
CRD#: 2527286
4900 Tiedeman Road, Brooklyn, OH 44144

David Beam (CRD# 2527286) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 21 years of experience in the finance industry.

14
Steven R. Beck
CRD#: 1949693
4900 Tiedeman Road, Brooklyn, OH 44144

Steven Beck (CRD# 1949693) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 34 years of experience in the finance industry.

15
George R. Bello
CRD#: 4253766
22 E. Pike St, Houston, PA 15342

George Bello (CRD# 4253766) is an Investment Advisor Representative working at Key Investment Services LLC in Houston, PA and has over 19 years of experience in the finance industry.

16
Susan M. Berchak
CRD#: 1245074
4900 Tiedeman Road, Brooklyn, OH 44144

Susan Berchak (CRD# 1245074) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 34 years of experience in the finance industry.

17
Kelly S. Bergman
CRD#: 1602611
3611 Martin Way E., Olympia, WA 98506

Kelly Bergman (CRD# 1602611) is an Investment Advisor Representative working at Key Investment Services LLC in Olympia, WA and has over 37 years of experience in the finance industry.

18
Evelyn D. Birbilas
CRD#: 2139148
2305 S. Colorado Blvd., Denver, CO 80222

Evelyn Birbilas (CRD# 2139148) is an Investment Advisor Representative working at Key Investment Services LLC in Denver, CO and has over 25 years of experience in the finance industry.

19
Kimberly A. Bish
CRD#: 4342458
205 E. National Rd., Vandalia, OH 45377

Kimberly Bish (CRD# 4342458) is an Investment Advisor Representative working at Key Investment Services LLC in Vandalia, OH and has over 22 years of experience in the finance industry.

20
Gregory D. Blood
CRD#: 2239251
3513 West Chinden Blvd, Meridian, ID 83646

Gregory Blood (CRD# 2239251) is an Investment Advisor Representative working at Key Investment Services LLC in Meridian, ID and has over 31 years of experience in the finance industry.

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