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 63, Series 66
Experience Industry experience
11 years
Location
Pavilion, NY
Ameriprise
Institution
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.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Pavilion, NY
Pavilion NY
Advisors at this office
1
New York
11 years of industry experience
Ameriprise
2020 - Present • 6 years
Batavia, NY
Ameriprise Financial Services, Inc.
2014 - 2020 • 6 years
Batavia, NY
BW's Restaurant
2007 - 2017 • 10 years
Pavilion, NY
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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 licenses and bringing 34 years of industry experience. His prior roles include positions at LPL Financial, HSBC Securities (USA) Inc., and Chase Investment Services Corp. He has been with Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model featuring discretionary implementation and strategist-designed portfolios, with services integrated across KeyCorp affiliates.
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.
ChFC®, Series 63, Series 66
Geneseo, NY
Key Investment Services LLC
Camilla Merrick is a financial advisor with Key Investment Services LLC and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 31 years of industry experience, including prior roles at M&T Bank, M&T Securities, Inc., LPL Financial LLC, and Wall Street Financial Group, Inc. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.
Series 63, Series 66
Geneseo, NY
Key Investment Services LLC
Alec Schumacher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes several roles at KeyBank dating back to 2017, as well as experience at Fetch Logistics, Shoe Show Inc., and Daemen College. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and emphasizes non-discretionary asset management alongside wrap-fee programs.
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 at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has a varied work history including positions at Bob Johnson Auto Group and Northstar Recovery Services. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and integrates services with KeyCorp affiliates, offering both discretionary and non-discretionary investment solutions.
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