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Robert Miller

Key Investment Services LLC
41 Years of Experience
Brecksville, OH
1 DisclosureBroker
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Robert Miller is a registered investment advisor at Key Investment Services LLC, based in Brecksville, OH, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B in assets under management.

Key Investment Services LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
640 advisors
Number of Clients
34,920 clients
Average Client Portfolio
$254K average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1M+1.00%

The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7790 Chippewa Rd, Brecksville, OH, 44141

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2000
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Key Investment Services LLC
June 2023 - Present · 3 yrs 4 mos
Key Investment Services LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
October 2015 - March 2023 · 7 yrs 5 mos
UBS Financial Services INC.Broker
October 2015 - March 2023 · 7 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - October 2015 · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - October 2015 · 2 yrs 8 mos
Morgan Keegan & Company, INC.
June 2011 - February 2013 · 1 yr 8 mos
Morgan Keegan & Company, INC.Broker
June 2011 - February 2013 · 1 yr 8 mos
Meeder Asset Management, INC
October 2010 - April 2011 · 6 mos
Meeder Advisory Services, INC
October 2010 - April 2011 · 6 mos
Adviser Dealer Services, INC.Broker
September 2010 - April 2011 · 7 mos
Genworth Financial Wealth Management, INC.
August 2008 - May 2010 · 1 yr 9 mos
Capital Brokerage CorporationBroker
July 2008 - May 2010 · 1 yr 10 mos
Icon Advisers, INC.
December 2005 - May 2008 · 2 yrs 5 mos
Icon Distributors, INC.Broker
December 2005 - May 2008 · 2 yrs 5 mos
Mcdonald Investments INC.
October 2005 - December 2005 · 2 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
December 1996 - May 1999 · 2 yrs 5 mos
Northwestern Mutual Investment Services, INC.Broker
September 1992 - January 1997 · 4 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 1992 - January 1997 · 4 yrs 4 mos
Sun Investment Services CompanyBroker
October 1988 - February 1991 · 2 yrs 4 mos
Mony Securities CORP.Broker
January 1986 - September 1988 · 2 yrs 8 mos
Calvert Securities CorporationBroker
February 1985 - January 1986 · 11 mos
First Investors CorporationBroker
October 1982 - February 1985 · 2 yrs 4 mos
State Registrations11 states
ARCACOFLILNYOHTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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