Key Investment Services
42yrs
Top advisor by experience in Brooklyn
13yrs
Eli Taylor
Financial advisor at Key Investment Services
Eli Taylor is a fiduciary financial advisor in Brooklyn, Ohio, with 13 years in the industry. After a year at U.S. Bancorp Investments and a year at J.P. Morgan Securities, Eli joined Key Investment Services in 2025, a firm offering investment management and selecting outside investment managers. Key Investment Services reports being paid through a percentage of assets.
One of 333 advisors with offices in Brooklyn, and one of 331 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 60% of advisors in Brooklyn
Office4900 Tiedeman Road, Brooklyn, OH 44144
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,267
Advisors at the firm640
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowKey Investment Services LLCCurrent firm
- Nov 2023 – Oct 2024U.S. Bancorp Investments, Inc.Previously
- Apr 2022 – Sep 2023J.P. Morgan Securities LLCPreviously
Questions to ask Eli
Tailored to Eli’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eli
How do I contact Eli?
Call Key Investment Services at (888) 547-2968 and ask for Eli Taylor. Eli works from the Brooklyn, OH office.
How long has Eli been a financial advisor?
Eli has been in the industry since 2013, about 13 years. More experience than 60% of advisors in Brooklyn.
What licenses does Eli hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eli a fiduciary?
Eli is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eli paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Eli for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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