KM
KM

Kiavash Maadanian

9 Years of Experience
Brooklyn, OH
Broker

Kiavash Maadanian is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 9 years of industry experience. Kiavash 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

4900 Tiedeman Road, Brooklyn, OH, 44144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kiavash teaches music lessons to children and some adults at Half Note Music Studio since 2021. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Key Investment Services LLC
January 2023 - Present · 3 yrs 4 mos
Key Investment Services LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - December 2022 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - December 2022 · 3 yrs 10 mos
Symetra Securities, INC.Broker
April 2016 - March 2018 · 1 yr 11 mos
State Registrations8 states
CAFLHIIDINOHORWA
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.
Kiavash Maadanian - Financial Advisor | TrueAdvisor