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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

ROBERT BRADLEY MILLER

Advisor at KEY INVESTMENT SERVICES LLC

BRECKSVILLE, OH | BROOKLYN, OH

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Search this name across graphsid dfx:ria:44b12be8-77d3-4dcf-8c32-c5cd013bf726

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEY INVESTMENT SERVICES LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 14, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 14, 1984
First registration: Oct 11, 2005
Dual registered: yes, broker-dealer
Other names: BRAD MILLER
IAPD individual key: 1068515

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Jun 7, 2023	n/a	yes	BROOKLYN, OH\|BRECKSVILLE, OH	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 29, 2015	Mar 7, 2023	no	WILLIAMSVILLE, NY\|JAMESTOWN, NY\|SOUTH BURLINGTON, VT\|RUTLAND, VT\|SOUTH BURLINGTON, VT\|RUTLAND, VT	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Oct 29, 2015	no	MIAMISBURG, OH\|MEMPHIS, TN\|Beachwood, OH	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jun 8, 2011	Feb 13, 2013	no	MIAMISBURG, OH\|MEMPHIS, TN	Previous registration
MEEDER ADVISORY SERVICES, INC.	Independent wealth	Oct 1, 2010	Apr 1, 2011	no	DUBLIN, OH	Previous registration
MEEDER ASSET MANAGEMENT, INC.	Asset manager	Oct 1, 2010	Apr 1, 2011	no	DUBLIN, OH	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	Aug 26, 2008	May 24, 2010	no	CONCORD, CA	Previous registration
ICON ADVISERS, INC.	Other adviser	Dec 14, 2005	May 28, 2008	no	GREENWOOD VILLAGE, CO	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Oct 11, 2005	Dec 2, 2005	no	DAYTON, OH\|KETTERING, OH\|DAYTON, OH\|VANDALIA, OH\|HUBER HEIGHTS, OH\|DAYTON, OH\|SPRINGFIELD, OH\|SPRINGFIELD, OH\|ENGLEWOOD, OH\|BELLBROOK, HI\|DAYTON, OH\|BEAVERCREEK, OH\|NEW LEBANON, OH\|XENIA, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	KEY INVESTMENT SERVICES LLC	Mar 7, 2023	Jun 7, 2023	92	Firm change	Wirehouse to ibd
RAYMOND JAMES & ASSOCIATES, INC.	UBS FINANCIAL SERVICES INC.	Oct 29, 2015	Oct 29, 2015	0	Firm change	Ibd to wirehouse
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
MEEDER ASSET MANAGEMENT, INC.	MORGAN KEEGAN & COMPANY, LLC	Apr 1, 2011	Jun 8, 2011	68	Firm change	Other
MEEDER ADVISORY SERVICES, INC.	MEEDER ASSET MANAGEMENT, INC.	Apr 1, 2011	Oct 1, 2010	-182	Firm change after gap	Other
ASSETMARK, INC.	MEEDER ADVISORY SERVICES, INC.	May 24, 2010	Oct 1, 2010	130	Firm change	Other
ICON ADVISERS, INC.	ASSETMARK, INC.	May 28, 2008	Aug 26, 2008	90	Firm change	Other
KEYBANC CAPITAL MARKETS INC.	ICON ADVISERS, INC.	Dec 2, 2005	Dec 14, 2005	12	Firm change	Other

Relationships

Registered with (9)

→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: current employment
Jun 7, 2023 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 29, 2015 to Mar 7, 2023factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Oct 29, 2015factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jun 8, 2011 to Feb 13, 2013factForm ADV
→ MEEDER ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 1, 2010 to Apr 1, 2011factForm ADV
→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 1, 2010 to Apr 1, 2011factForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Aug 26, 2008 to May 24, 2010factForm ADV
→ ICON ADVISERS, INC.Registered adviserregistration: previous registration
Dec 14, 2005 to May 28, 2008factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Oct 11, 2005 to Dec 2, 2005factForm ADV

Dated events

Occurred
Mar 7, 2023
Advisor changed firm
Robert Bradley Miller left Ubs Financial Services Inc. for Key Investment Services Llc (registered 2023-06-07)
Form ADVobserved 5 days ago