Key Investment Services
42yrs
Top advisor by experience in Brooklyn
3yrs
Ethan Smith
Financial advisor at Key Investment Services
Based in Brooklyn, Ohio, Ethan Smith is a fiduciary financial advisor with 3 years of industry experience. Ethan has been with Key Investment Services since 2023. Key Investment Services offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 333 advisors with offices in Brooklyn, and one of 331 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowKey Investment Services LLCCurrent firm
Questions to ask Ethan
Tailored to Ethan’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
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About Ethan
How do I contact Ethan?
Call Key Investment Services at (888) 547-2968 and ask for Ethan Smith. Ethan works from the Brooklyn, OH office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Ethan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Ethan 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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