Robert
Key

Ccm Investment Advisers, LLC

CRD#2489906
Investment Advisor
in Columbia, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Key is a financial advisor based in Columbia, South Carolina, working with Ccm Investment Advisers, LLC. Robert has previously held a position at Ccm Investment Advisers, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in South Carolina. Currently, Robert is part of Ccm Investment Advisers, LLC, which operates out of Columbia, South Carolina. The firm has 11 employees and manages assets totaling $1.1 billion. The firm 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 portfolio management for institutional clients. The fee structure at Ccm Investment Advisers, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1201 Main Street Suite 1910
Columbia, SC 29201

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ccm Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$1,093,282,659

SC Average: $646,059,043
Total Number of Employees

11

SC Average: 13
Total Number of Accounts

906

SC Average: 661
Average Account Size

$1,206,714

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Robert Key Work History

1998 - Present (27 years)

Ccm Investment Advisers, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Key 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 Ccm Investment Advisers, LLC

Christian Leveque
Columbia, SC
Anthony Carimi
Columbia, SC
Austin Fulmer
Columbia, SC
Rebecca Rhodes
Columbia, SC
Michael Burkett
Columbia, SC
Robert Key
Columbia, SC
Christopher Antley
Columbia, SC
Fowler Cary
Columbia, SC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started