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Timur Tyra

35 Years of Experience
Lakewood, NY
1 DisclosureBroker

Timur Tyra is a registered investment advisor at Key Investment Services LLC, based in Lakewood, NY, with 35 years of industry experience. Timur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B

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%

KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

369 E Fairmount Avenue, Lakewood, NY, 14750

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History

Regulatory History (1)
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Customer Dispute
February 2009
Denied
Other Business Activities

Timur is a member of the Finance Committee for Holy Apostles R.C. Parish, a Roman Catholic Church. He dedicates minimal time to this non-profit organization.

Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 2 mos
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Key Investment Services LLC
January 2006 - December 2006 · 11 mos
Mcdonald Investments INC.
May 1999 - December 2005 · 6 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
January 1993 - May 1999 · 6 yrs 4 mos
Independent Financial Securities, INC.Broker
January 1991 - December 1992 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
February 1990 - October 1990 · 8 mos
State Registrations30 states
AKALAZCACOFLGAIDILINKYLAMAMEMIMNMONCNJNVNYOHOKORPASCTXVAVTWI
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.