Timothy
Smith
Key Investment Services LLC
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About this Advisor
Timothy Smith is a financial advisor based in Stamford, Connecticut, working with Key Investment Services LLC. Timothy has previously held positions at First Command Brokerage Services, Inc, Camuto Group, Keller Graduate School Of Management, First Command Advisory Services, Inc, First Command Insurance Services, Inc, and Key Investment Services LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Timothy is part of Key Investment Services LLC, which operates out of Stamford, Connecticut. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Smith Work History
Key Investment Services LLC
First Command Brokerage Services, Inc
First Command Brokerage Services, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Camuto Group
Keller Graduate School Of Management
Disclosures
Please visit the SEC profile of Timothy Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Cleveland, OH
Cleveland, OH
Valatie, NY
Port Angeles, WA
Cleveland, OH
Webster, NY
Pickerington, OH
Cleveland, OH
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