Robert F. Key

CCM INVESTMENT ADVISERS

COLUMBIA, SC 29201

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CRD#: 2489906

Professional summary

Robert Frazer Key, who also goes by Robert Key, is a registered financial advisor currently at CCM INVESTMENT ADVISERS, LLC located in Columbia, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Key

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frazer Key's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2009 - Present

CCM INVESTMENT ADVISERS, LLC

Office #1: 1201 Main Street Suite 1910, Columbia, SC 29201

RIA

CRD#: 105743

COLUMBIA, SC

Past

May 20, 1994 - January 10, 1995

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CCM INVESTMENT ADVISERS, LLC

CCM ADVISERS, LLC | COMPANION CAPITAL MANAGEMENT INC | CCM INVESTMENT ADVISERS, LLC

CRD#: 105743 / SEC#: 801-29159

RIA

Registered Investment Advisory firm - (4/3/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(2/5/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/31/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/1994

General Securities Representative Examination

Current Firm

CCM INVESTMENT ADVISERS, LLC

CCM ADVISERS, LLC | COMPANION CAPITAL MANAGEMENT INC | CCM INVESTMENT ADVISERS, LLC

CRD#: 105743 / SEC#: 801-29159

RIA

Registered Investment Advisory firm - (4/3/1987 Approved)

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Contact information

Main Address

1201 Main Street Suite 1910, Columbia, SC 29201

Mailing Address

Po Box 7488, Columbia, SC 29202-7488

Phone number

(803) 254-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCM ADV PART 2 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,057
AUM (Assets Under Management)	$ 1,318,093,474

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert F. Key

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frazer Key's CRS (Customer Relationship Summary).

Certified licenses

Experience

CCM INVESTMENT ADVISERS, LLC

FIRST UNION BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

CCM INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/31/1994

Series 7

Date: 5/19/1994

Current Firm

CCM INVESTMENT ADVISERS, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CCM INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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