Michael
Moran

Key Investment Services LLC

CRD#3219066
Investment Advisor
in Martinsville, IN

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About this Advisor

Michael Moran is a financial advisor working in Martinsville, Indiana with a total of 10 years of relevant experience. Moran currently works for Key Investment Services LLC. During their career, the advisor has held roles at Key Investment Services LLC and Key Investment Services. Moran holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Indiana. Key Investment Services LLC is a registered investment company that has its headquarters in Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It oversees $3 billion in total assets among its 23,518 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 93 charitable organizations. Of its 23,518 client accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Key Investment Services LLC performs a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which service is offered. Fee types charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

76 S Main Street
Martinsville, IN 46151

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

IN Average: $2,106,341,625
Total Number of Employees

1,062

IN Average: 34
Total Number of Accounts

23,518

IN Average: 1,972
Average Account Size

$136,785

IN Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Moran Work History

Michael has been registered as a financial advisor for 10 years.*

2020 - Present (4 years)

Key Investment Services

2016 - 2020 (4 years)

Key Investment Services LLC

2015 - 2016 (1 year)

Key Investment Services

2013 - 2015 (2 years)

Key Investment Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Moran 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

Scott Weber
Cleveland, OH
Jeffrey Hannett
Hudson, NY
Jason Danheiser
Tonawanda, NY
Ankit Patel
Cleveland, OH
Adam Birch
Cleveland, OH
Daniel Frey
Centerbrook, CT
Evelyn Birbilas
Denver, CO
Richard Fisher
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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