Unclaimed Profile

Burton Bruce Nicholas Hotz

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

KEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 3025138Firm CRD# 136300

Profile Verification

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

Identity

Burton Bruce Nicholas Hotz · BROOKLYN, OH

Registration

CRD #3025138 · KEY INVESTMENT SERVICES LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Burton Bruce Nicholas Hotz is a registered financial advisor based in BROOKLYN, Ohio, affiliated with KEY INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

KEY INVESTMENT SERVICES LLC

AUM

$4.2B

Regulatory assets under management

Employees

1098

Total firm employees

View all advisors at KEY INVESTMENT SERVICES LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3025138

Firm CRD# 136300

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Burton Bruce Nicholas Hotz offer?

Burton Bruce Nicholas Hotz specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.

What are Burton Bruce Nicholas Hotz's credentials?

Burton Bruce Nicholas Hotz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Burton Bruce Nicholas Hotz located?

Burton Bruce Nicholas Hotz is based in BROOKLYN, Ohio, working with KEY INVESTMENT SERVICES LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.

How does Burton Bruce Nicholas Hotz charge for services?

Burton Bruce Nicholas Hotz'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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