Kyle
Richards

Key Investment Services LLC

CRD#7589975
Investment Advisor
in Amelia, OH

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About this Advisor

Kyle Richards is a financial advisor based in Amelia, Ohio, working with Key Investment Services LLC. Kyle has previously held positions at Covington Catholic High School, Beechwood Swim Club, Greyhound Tavern, Price Dinner Club, University Of Kentucky, Best Version Media, Fidelity Investments, and Key Investment Services, LLC. Kyle has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Kyle is part of Key Investment Services LLC, which operates out of Amelia, Ohio. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

18 W. Main Street
Amelia, OH 45102

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

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

1,098

OH Average: 34
Total Number of Accounts

26,437

OH Average: 1,972
Average Account Size

$158,412

OH Average: $1,068,125

Investment Advisory Services

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

Kyle Richards Work History

2024 - Present (0 year)

Key Investment Services, LLC

2023 - Present (1 year)

Key Investment Services, LLC

2023 - 2023 (< 1 year)

Fidelity Investments

2022 - 2023 (1 year)

Fidelity Investments

2021 - 2021 (< 1 year)

Fidelity Investments

2020 - 2020 (< 1 year)

Best Version Media

2019 - 2020 (1 year)

Price Dinner Club

2018 - 2022 (4 years)

University Of Kentucky

2017 - 2018 (1 year)

Greyhound Tavern

2016 - 2019 (3 years)

Beechwood Swim Club

2014 - 2018 (4 years)

Covington Catholic High School

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Disclosures

Please visit the SEC profile of Kyle Richards 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

Samuel Choi
Aurora, CO
Benjamin Haren
Cleveland, OH
Kristy O'Driscoll
Cleveland, OH
Chris Dunkel
Pickerington, OH
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Donald Armstrong
Buffalo, NY
Kyle Forman
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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