Adam
Birch

Key Investment Services LLC

CRD#6263117
Investment Advisor
in Cleveland, OH

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About this Advisor

Adam Birch is a financial advisor based out of Cleveland, Ohio who has 4 years of relevant experience. Birch works at Key Investment Services LLC. Throughout their career, Birch has worked at Key Bank and Key Investment Services. Birch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Idaho. Key Investment Services LLC is an advisory business operating out of Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 employees. It oversees $3 billion in assets among its 23,518 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 93 charities and foundations. Of its 23,518 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. Key Investment Services LLC offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely vary depending on the services provided. Fees charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4900 Tiedeman Road
Cleveland, OH 44144

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

OH Average: 34
Total Number of Accounts

23,518

OH Average: 1,972
Average Account Size

$136,785

OH Average: $1,068,125

Investment Advisory Services

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

Adam Birch Work History

Adam has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Key Investment Services

2013 - 2020 (7 years)

Key Bank

2013 - 2020 (7 years)

Key Investment Services

*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 Adam Birch 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

Brian Lafata
Cleveland, OH
Richard Levy
Lebanon, IN
Ankit Patel
Cleveland, OH
David D'Arienzo
Kent, OH
Scott Weber
Cleveland, OH
Adam Birch
Cleveland, OH
Evelyn Birbilas
Denver, CO
Jason Danheiser
Tonawanda, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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