Charles
Ellis
Key Investment Services LLC
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About this Advisor
Charles Ellis is a financial advisor who works in South Portland, Maine with a total of 1 year of industry experience. Ellis is an advisor for Key Investment Services LLC. Their career trajectory has included roles at Keybank N.A, Intervarsity Christian Fellowship/Usa and Key Investment Services LLC. Ellis holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Maine. Key Investment Services LLC is a registered investment business based out of Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 financial advisors. It controls $3 billion in assets under management among its 23,518 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 93 charities and foundations. Of its 23,518 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Ellis Work History
Charles has been registered as a financial advisor for 1 years.*
Key Investment Services LLC
Keybank N.A
Intervarsity Christian Fellowship/Usa
*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 Charles Ellis 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
Kent, OH
Hudson, NY
Tonawanda, NY
Cleveland, OH
Cleveland, OH
Cleveland, OH
Denver, CO
Vancouver, WA
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