Bryan
Baker
Key Investment Services LLC
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About this Advisor
Bryan Baker is a financial advisor based in Olympia, Washington who has 3 years of relevant experience. Baker works at Key Investment Services LLC. During their career, the advisor has held roles at Key Bank, Key Investment Services and Key Investment Services LLC. Baker maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Washington. Key Investment Services LLC is a registered investment firm that has its headquarters in Cleveland, OH. The company has offices in 14 locations and a total of 1,062 people on staff. It administers $3 billion in assets under management across its 23,518 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 93 charities and foundations. Of its 23,518 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. However, fee types charged 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
Bryan Baker Work History
Bryan has been registered as a financial advisor for 3 years.*
Key Investment Services
Key Investment Services LLC
Key Bank
*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 Bryan Baker 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
Camillus, NY
Tonawanda, NY
Cleveland, OH
Centerbrook, CT
Martinsville, IN
Denver, CO
Vancouver, WA
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