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Andrew Bartholomew

Advisor at Key Investment Services LLC — Auburn, NY

Updated today

Credentials

Series 66, Series 65

Experience

20 years

Location

Auburn, NY 13021

Key Investment Services LLC logo

Key Investment Services LLC

Enterprise

Total advisors

653

Across 359 offices

Clients per advisor

53 Typical

Avg AUM per client

$254,267 Low

HNW client ratio

3% Low

About

Andrew Bartholomew is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 65 licenses and bringing 20 years of industry experience. He has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model combining discretionary implementation with strategist portfolios overseen by a Product Due Diligence Committee, integrating services from KeyCorp affiliates.

Client services

Based on Key Investment Services LLC

Portfolio management Selection of other advisers

Expertise

Based on Key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing

Occupation focus

Based on Key Investment Services LLC

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Based on Key Investment Services LLC

Retired Values-based investing

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually $1,000,001+: 1.00% annually

Other

Account minimum: $10,000 for most Core Programs (varies by program); $50,000 minimum for SMA Programs; $20,000 minimum for Choice Program (varies by manager $10k-$100k); $250,000 minimum for Advantage Program (varies by manager $10k-$100k); specific minimums per program ranging from $10,000 to $25,000 as detailed in Item 5 Fee-only: Advisor Fee portion of Client Fee is negotiable but will not exceed maximum annual rates above. Manager Fee and Platform Fee are additional and non-negotiable.

Location

See office

Auburn, NY

268 Grant Avenue

Auburn NY 13021

Advisors at this office

1

Most active in

New York

Work history

20 years of industry experience

Key Investment Services LLC

2016 - Present • 10 years

Auburn, NY

LPL Financial

2014 - 2016 • 2 years

NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark P

Series 65

Skaneateles, NY

Interstellar Wealth LLC

Mark Peck is the sole advisor at Interstellar Wealth LLC, an independent registered investment adviser. He holds a Series 65 credential and has worked in the financial industry since 2012, including roles at Opus Bank, Rocket Dollar Inc., Forge Global Inc., and Directed Trust Co. Interstellar Wealth provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm uses a combination of passive and active fund selections guided by modern portfolio theory and offers discretionary and non-discretionary management, with the ability to incorporate socially responsible investing and alternative assets.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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Jeffrey L

CFA®, Series 63, Series 65

Skaneateles, NY

Marcellus Capital Management, LLC

Jeffrey Lamarca is a CFA® charterholder and registered investment advisor with 11 years at Marcellus Capital Management, LLC. He has four years of industry experience and holds Series 63 and 65 licenses. Based in Skaneateles, NY, he leads his independent firm as its sole advisor. Marcellus Capital Management offers financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes fundamental analysis and due diligence to construct portfolios tailored to client goals and risk tolerance, using a mix of equities, corporate bonds, ETFs, and mutual funds.

Wealth management Real estate investing
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Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
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Michael H

Series 63, Series 65

Auburn, NY

Genesee Capital Advisors, LLC

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

Retirement plans for business owners (SEP, solo 401k)
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Ryan P

Series 63, Series 65

Auburn, NY

Genesee Capital Advisors, LLC

Ryan Pine is a financial advisor with Genesee Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Genesee Capital Advisors since 2013 and was previously employed at Purshe Kaplan Sterling Investments. Outside of his advisory role, he is an insurance agent and a member of a real estate review partnership. Genesee Capital Advisors serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, combining fundamental and technical analysis in a long-term investment approach while accommodating shorter-term trades for rebalancing, tax management, or cash needs.

Retirement plans for business owners (SEP, solo 401k)
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Molly B

Series 65

Skaneateles, NY

Verum Partners LLC

Molly Bohrer is a financial advisor at Verum Partners LLC with a Series 65 designation and three years of industry experience. She worked at Morgan Stanley from 2018 to 2021 before joining Verum Partners, where she has been since 2021. Verum Partners provides customized wealth management services primarily to high-net-worth individuals, families, trusts, and estates. The firm offers discretionary portfolio management and financial planning, often engaging Independent Managers while maintaining oversight and due diligence.

Wealth management
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