Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Batavia, NY 14020
Edward Jones
Institution
Michael Marsh is a Series 66 registered financial advisor with Edward Jones in Batavia, NY, with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Batavia, NY
7 Jackson St
Batavia NY 14020
Advisors at this office
2
Missouri · New York
15 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Batavia, NY
Key Investment Services LLc
Mark Lomonaco is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, with access to third-party discretionary managers and supervisory oversight.
Series 63, Series 66
Batavia, NY
Commonwealth Financial Network
Michael Restivo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Brighton Securities Corp. He is co-owner of Hicks Restivo LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad range of securities and insurance products.
Series 66
Batavia, NY
Commonwealth Financial Network
Stephen Hicks is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Brighton Securities Corp. for 18 years before joining Commonwealth and RFG Associates in 2025. Hicks is also co-owner of Hicks Restivo LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.
Series 66
Batavia, NY
Key Investment Services LLc
Jonathan Lomonaco is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. He has one year of industry experience, including prior roles at Bob Johnson Auto Group and Northstar Recovery Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence and supervisory oversight.
Series 66, Series 63
Attica, NY
HSBC SECURITIES (USA) Inc.
Mark Helak is a financial advisor with HSBC Securities (USA) Inc. and holds Series 66 and Series 63 licenses. He has 20 years of industry experience, including roles at HSBC Bank USA, N.A. since 2016 and at HSBC Securities since 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles and provides both client-directed and discretionary investment programs.
Series 63, Series 66
Pavilion, NY
Ameriprise
Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.
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