Joseph
Mitchell
Key Investment Services LLC
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About this Advisor
Joseph Mitchell is a financial advisor based out of Buffalo, New York who has 2 years of industry experience. Mitchell currently works for Key Investment Services LLC. They have spent their entire time as a financial advisor at Key Investment Services Llc. Mitchell holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in New York. Key Investment Services LLC is a firm based in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 financial advisors. It administers $3 billion in assets under management across its 23,518 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 93 charities and foundations. Of its 23,518 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. Key Investment Services LLC offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is offered. 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
Joseph Mitchell Work History
Joseph has been registered as a financial advisor for 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 Joseph Mitchell 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
Lebanon, IN
Cleveland, OH
Cleveland, OH
Kent, OH
Cleveland, OH
Cleveland, OH
Denver, CO
Tonawanda, NY
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