Andrew
Burns

Key Investment Services LLC

CRD#5100943
Investment Advisor
in Brunswick, ME

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About this Advisor

Andrew Burns is a financial advisor operating in Brunswick, Maine who has 11 years of relevant experience. Burns works at Key Investment Services LLC. They have worked at Key Investment Services Llc for all of their career. Burns holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Maine. Key Investment Services LLC is a company headquartered in Cleveland, OH. The company has offices in 14 locations and a total of 1,062 people on staff. It oversees $3 billion in assets under management across its 23,518 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 93 charitable organizations. Of its 23,518 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on the services offered. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

172 Maine Street
Brunswick, ME 04011

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

ME Average: 34
Total Number of Accounts

23,518

ME Average: 1,972
Average Account Size

$136,785

ME Average: $1,068,125

Investment Advisory Services

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

Andrew Burns Work History

Andrew has been registered as a financial advisor for 11 years.*

2012 - Present (12 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 Andrew Burns 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

Richard Levy
Lebanon, IN
Jason Navolio
Cleveland, OH
Jason Danheiser
Tonawanda, NY
Brian Lafata
Cleveland, OH
Michael Moran
Martinsville, IN
James Keller
Camillus, NY
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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