Christian
Drew

Key Investment Services LLC

CRD#6050130
Investment Advisor
in Poulsbo, WA

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About this Advisor

Christian Drew is a financial advisor based in Poulsbo, Washington, working with Key Investment Services LLC. Christian has previously held positions at Key Bank and Key Investment Services. Christian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Christian is part of Key Investment Services LLC, which operates out of Poulsbo, Washington. 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 the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

19735 10Th Avenue Ne Ste 200
Poulsbo, WA 98370

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

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

1,098

WA Average: 34
Total Number of Accounts

26,437

WA Average: 1,972
Average Account Size

$158,412

WA Average: $1,068,125

Investment Advisory Services

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

Christian Drew Work History

2016 - Present (8 years)

Key Investment Services

2012 - 2016 (4 years)

Key Investment Services

2008 - 2016 (8 years)

Key Bank

Disclosures

Please visit the SEC profile of Christian Drew 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

Cynthia Ciccotti
Cleveland, OH
Benjamin Haren
Cleveland, OH
Michael Liskay
Cleveland, OH
Mark Lorentzen
Port Angeles, WA
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Chris Dunkel
Pickerington, OH
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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