Taylor King
Financial advisor at Key Investment Services LLC · Brooklyn, OH
Last updated 2026-10-10
Claim your profileTaylor King is a financial advisor at Key Investment Services LLC in Brooklyn, OH, CRD 6088591. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2015-01-02.
Registration
- CRD number
- 6088591
- Registration status
- Active
- IAPD registration
- 2015-01-02
- Industry Experience
- 11 years
- Work Experience
- 13 years
- States registered
- CT
Licenses and exams
- Series 63
- Series 65
Work history
- 2013-07 to 2022-07 · Gottfried & Somberg Wealth Management, LLC · Glastonbury, CT
- 2022-07 to 2023-07 · Connecticut Wealth Management, LLC · Farmington, CT
- 2023-08 to Present · Keybank NA · Hartford, CT
- 2024-07 to Present · Key Investment Services, LLC · Brooklyn, OH
Current employment
- Key Investment Services LLC · Brooklyn, OH
Key Investment Services LLC
- Regulatory AUM
- $8,876,856,848
- Registered advisors
- 645
- Offices
- 663
- Clients per advisor
- 54.1 (Low)
- Average AUM per client
- $254.2K (Low)
- High-net-worth client ratio
- 3.3% (Low)
Key Investment Services LLC: advisors, services and reported ETF investments
About
Taylor King is a financial advisor at Key Investment Services LLC in Brooklyn, OH. Reported securities licenses include Series 63 and Series 65. The latest record indicates 11 years of industry experience and 13 years of reported work history. Reported roles include Keybank NA, Connecticut Wealth Management, LLC, Gottfried & Somberg Wealth Management, LLC.
Key Investment Services LLC's firm-level Form ADV reports 645 advisors across 663 offices; approximately 54.1 clients per advisor, average assets per client of $254,206, and regulatory AUM of $8.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
What this firm offers
Filed by Key Investment Services LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
4900 Tiedeman Road, Brooklyn, OH 44144
645 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (888) 547-2968
- Website: key.com/kpb/our-approach/kis.html
Official record
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