Unclaimed Profile

Brian Douglas Halloran

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

SIE, Series 7, Series 24, Series 66Clean record8 years registeredKEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 6881190Firm CRD# 136300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Douglas Halloran · BROOKLYN, OH

Registration

CRD #6881190 · KEY INVESTMENT SERVICES LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

Jun 2018 – Jun 2019

BROOKLYN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 11, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEY INVESTMENT SERVICES LLC

CRD 136300 · SEC 801-65060

AUM

$4.2B

Regulatory assets under management

Employees

1,098

26,437 client accounts

Services offered by KEY INVESTMENT SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KEY INVESTMENT SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Brian Douglas Halloran offer?

Brian Douglas Halloran specializes in Investment Management, Fee-Only Advisory.

What are Brian Douglas Halloran's credentials?

Brian Douglas Halloran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Douglas Halloran located?

Brian Douglas Halloran is based in BROOKLYN, Ohio, last registered with KEY INVESTMENT SERVICES LLC.

How does Brian Douglas Halloran charge for services?

Brian Douglas Halloran's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEY INVESTMENT SERVICES LLC?

KEY INVESTMENT SERVICES LLC has approximately 1098 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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