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Chyron Michael Williamson

Advisor at Key Investment Services LLC — Niagara Falls, NY Niagara Falls Blvd

Updated today

Credentials

Series 65, Series 63

Experience

7 years

Location

Niagara Falls, NY 14304

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

Chyron Williamson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Pacific Life Insurance, HSBC Securities, and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with a focus on non-discretionary portfolio management and integrates services from affiliated KeyCorp entities.

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

Niagara Falls, NY Niagara Falls Blvd

7350 Niagara Falls Blvd

Niagara Falls NY 14304

Advisors at this office

3

Most active in

New York

Work history

7 years of industry experience

Key Investment Services LLC

2026 - Present • 1 year

Brooklyn, OH

KeyBank

2026 - Present • 1 year

Niagara Falls, NY

CDL Financial, LLC

2025 - 2025 • 1 year

San Juan Capistrano, CA

CDL Financial, LLC

2025 - 2025 • 1 year

San Juan Capistrano, CA

LPL Enterprise LLC

2025 - 2025 • 1 year

Irvine, CA

Chyron Williamson, Sole Proprietor

2025 - 2025 • 1 year

Aliso Viejo, CA

LPL Financial

2024 - 2025 • 1 year

San Diego, CA

Transamerica Life Insurance Company

2024 - 2024 • 1 year

Cedar Rapids, IA

Pacific Life Insurance

2021 - 2024 • 3 years

Aliso Viejo, CA

Pacific Select Distributors, LLC

2021 - 2024 • 3 years

Newport Beach, CA

HSBC Bank US NA

2019 - 2021 • 2 years

Depew, NY

HSBC Securities

2019 - 2021 • 2 years

Depew, NY

HSBC Securities USA, Inc.

2018 - 2021 • 3 years

Depew, NY

HSBC Bank USA National Association

2017 - 2019 • 2 years

Depew, NY

Key Bank

2017 - 2017 • 1 year

Amherst, NY

Key Investment Services LLC

2017 - 2017 • 1 year

Buffalo, NY

M&T Securities, Inc.

2017 - 2017 • 1 year

Lancaster, NY

M&T Bank

2014 - 2017 • 3 years

Lancaster, 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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Timothy M

Series 63, Series 65

Williamsville, NY

Timothy C. Minneci

Timothy Minneci is the sole advisor at Timothy C. Minneci, an independent firm based in Williamsville, NY. He holds Series 63 and Series 65 designations and has 18 years of industry experience. He has worked at Paramax Securities, LLC since 2007 and serves as a director of Paramax Corporation. Outside of financial advising, he is a partner in a home watch business that monitors multiple residences. The firm provides financial planning and general asset-allocation advice to individuals, trusts, estates, corporations, and retirement plans without recommending specific securities or managing client assets directly. Its approach focuses on written allocation recommendations and periodic reviews, with trade implementation carried out by clients or third-party managers.

General retirement planning Cash flow / budgeting
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Thomas G

Series 65

Kenmore, NY

Glenn Asset Management

Thomas Glenn is a financial advisor at Glenn Asset Management with five years of industry experience. He holds a Series 65 credential and has a concurrent career as a transmission rebuilder at Continental Transmission, where he has worked since 2000. Outside of advising, he is involved in rental property operations through his ownership of BUN Properties. Glenn Asset Management provides personalized investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset-allocation approach combining passive and active investment strategies, constructs individualized portfolios based on risk assessments, and serves a client mix that includes business entities as well as individual clients.

General retirement planning Social Security optimization Charitable giving & philanthropy
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Gordon S

Series 65

Buffalo, NY

EWM Advisory

Gordon Stockman is a financial advisor at EWM Advisory with over a decade of experience in the industry. He holds a Series 65 designation and has worked at EWM Advisory since 2014, alongside his roles at Efficient Wealth Management Inc. He is also involved with Nextgen Financial Planning Inc., a registered portfolio manager in Ontario, and Sharp Accounting Professional Corp, a CPA firm in Ontario. EWM Advisory serves individual clients, including some high-net-worth individuals, by providing customized investment management, comprehensive financial planning, and project-based consulting. The firm emphasizes passive, index- and ETF-based portfolios with a focus on asset allocation, low costs, and tax-aware strategies, offering personalized service to a small client base.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business sale tax planning General estate planning guidance Retirement income strategy
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Brian P

PFS™

Williamsville, NY

Amazz Investment Management, Inc.

Brian Pearson is the sole advisor at Amazz Investment Management, Inc. in Williamsville, NY, holding the PFS™ designation with 5 years of industry experience. He has been managing Amazz Investment Management since 2005 and is also involved in several non-investment related businesses including business valuation services, tax preparation and financial counseling, and operating a searchable merger and acquisition database. Amazz Investment Management serves primarily individuals, high-net-worth clients, and trustees seeking long-term equity management through a value-oriented investment approach. The firm emphasizes integration of accounting, tax, and valuation expertise alongside discretionary portfolio management focused on companies trading below perceived intrinsic value.

Active portfolio management Concentrated stock management
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Anthony D

Series 63, Series 65

Lewiston, NY

Riverside Capital Wealth LLC

Anthony D'aloise is a financial advisor at Riverside Capital Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has worked with the Boys & Girls Club. Riverside Capital Wealth LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm builds portfolios using low-cost mutual funds, ETFs, individual securities, and derivatives, tailoring strategies to client objectives and risk tolerance.

Options & derivatives strategies Tax-loss harvesting Wealth management

Brett K

CFP®

Buffalo, NY

EUDAIMONIA Wealth

Welcome! I’m Brett, and I’m glad you’re here. I’m a proud born-and-raised Buffalonian passionate about helping others make the most of their money and their lives as they navigate the transition into retirement. In 2019, I founded Eudaimonia Wealth, a fee-only financial planning firm in Buffalo, NY, dedicated to helping local families retire on their terms by providing independent, objective advice. At Eudaimonia Wealth, we know we can’t be all things to all people, and we don’t pretend to be. We specialize in helping people at or near retirement who need help putting the pieces together. We partner with families to help them generate income from their savings, optimize their investments, and create a tax-efficient distribution plan that supports their needs. Eudaimonia (pronounced you-day-mo-nia) is a term from Greek philosophy that describes an ultimate state achievable by living a life of meaning, purpose, and fulfillment. It was considered a state of “peak performance in the art of living,” and it represents, at its core, what I believe real financial planning is all about.

General retirement planning General tax planning Wealth management Baby Boomers (Born 1946-1964)
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