Key Investment Services
42yrs
Top advisor by experience in Brooklyn
4yrs
Collin Avery
Financial advisor at Key Investment Services
Based in Brooklyn, Ohio, Collin Avery is a fiduciary financial advisor with 4 years of industry experience. Collin 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
Experience4 years (since 2023)
How that compares ?4 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
Contact Collin
(888) 547-2968Key Investment Services main office 4900 Tiedeman RoadBrooklyn, OH 44144Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Collin
Tailored to Collin’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 Collin
How do I contact Collin?
Call Key Investment Services at (888) 547-2968 and ask for Collin Avery. Collin works from the Brooklyn, OH office.
How long has Collin been a financial advisor?
Collin has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Collin hold?
Series 66. Tap any license on this page to see what it allows.
Is Collin a fiduciary?
Collin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Collin paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Collin 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.
Other advisors nearby
Key Investment Services
41yrs
Top 1% by experience in Brooklyn
Key Investment Services
37yrs
Top 1% by experience in Brooklyn
Key Investment Services
37yrs
Top 1% by experience in Brooklyn
Key Investment Services
36yrs
Top 2% by experience in Brooklyn
Key Investment Services
35yrs
Top 2% by experience in Brooklyn