TrueAdvisor
TrueAdvisor
MC
MC

Michael Coffey

Key Investment Services LLC
31 Years of Experience
Willow Grove, PA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Michael Coffey is a registered investment advisor at Key Investment Services LLC, based in Willow Grove, PA, with 31 years of industry experience. Michael 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

9 Easton Road, Willow Grove, PA, 19090

Get directions

History

Regulatory History (2)
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
December 2002
Settled
Customer Dispute
November 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Key Investment Services LLC
April 2023 - Present · 3 yrs 6 mos
Key Investment Services LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Citizens Securities, INC.
July 2020 - May 2023 · 2 yrs 10 mos
Citizens Securities, INC.Broker
July 2020 - May 2023 · 2 yrs 10 mos
Private Advisor Group, LLC
June 2013 - May 2020 · 6 yrs 11 mos
LPL Financial LLCBroker
May 2013 - June 2020 · 7 yrs 1 mo
PNC Investments
June 2005 - June 2013 · 8 yrs
PNC InvestmentsBroker
June 2005 - June 2013 · 8 yrs
Banc of America Investment Services, INC.
October 2004 - May 2005 · 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - May 2005 · 7 mos
Quick & Reilly, INC.
February 2003 - October 2004 · 1 yr 8 mos
Quick & Reilly, INC.Broker
February 2003 - October 2004 · 1 yr 8 mos
Wachovia Securities, INC.Broker
October 2000 - January 2003 · 2 yrs 3 mos
First Union Brokerage Services, INC.Broker
December 1999 - October 2000 · 10 mos
Prudential Securities IncorporatedBroker
February 1997 - December 1999 · 2 yrs 10 mos
E. D. & F. Man International INC.Broker
September 1996 - December 1996 · 3 mos
Hurricane Trading INC.Broker
September 1994 - August 1996 · 1 yr 11 mos
State Registrations14 states
CACTDEFLGAMAMDMINCNHNJOHPAVA
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.
More Advisors
More financial advisors in Willow Grove, PA →All financial advisors in Pennsylvania →