Unclaimed Profile

Greg James Smith

KEY INVESTMENT SERVICES LLC·BROOKLYN, Ohio

KEY INVESTMENT SERVICES LLC

4900 TIEDEMAN ROAD, BROOKLYN, OH 44144CRD# 3006458Firm CRD# 136300

Profile Verification

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

Identity

Greg James Smith · BROOKLYN, OH

Registration

CRD #3006458 · KEY INVESTMENT SERVICES LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Greg James Smith 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

Speak with Greg James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Greg James is the right fit? Take our 2-minute quiz →

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# 3006458

Firm CRD# 136300

View on FINRA BrokerCheck →

Looking for a financial advisor in BROOKLYN?

Browse all registered financial advisors in BROOKLYN, Ohio or claim this profile if it's yours.

Browse BROOKLYN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Greg James Smith offer?

Greg James Smith specializes in Investment Management, Fee-Only Advisory. Contact their office in BROOKLYN, Ohio for a consultation.

What are Greg James Smith's credentials?

Greg James Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Greg James Smith located?

Greg James Smith 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 Greg James Smith charge for services?

Greg James Smith'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →