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Douglas C
Series 63, Series 65
Brooklyn, OH
Key Investment Services LLC
Douglas Crowl is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at PNC Investments and PNC Wealth Management, with additional experience at Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services with KeyCorp affiliates for investment banking and municipal advisory.
Jotie H
Series 63, Series 65
Pittsburgh, PA
Key Investment Services LLC
Jotie Hirkissa is a financial advisor at Key Investment Services LLC in Pittsburgh, PA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Key Investment Services, KeyBank, and Citizens Bank since 2017. 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 clients through a network of financial professionals. The firm employs a multi-provider model and integrates services with KeyCorp affiliates to deliver a range of investment and advisory capabilities.
Debbie S
Series 63, Series 66
Niagara Falls, NY
Key Investment Services LLC
Debbie Sawma is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Key Investment Services since 2015 and previously spent 11 years at KeyBank. Outside of finance, she is involved with Sawma's Car Care Inc, an automotive repair business owned by her spouse, where she serves as vice president. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services with KeyCorp affiliates, emphasizing non-discretionary management and percentage-of-AUM wrap fees.
Sean K
Series 66
Oak Harbor, WA
Key Investment Services LLC
Sean Kelly is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Navy Federal Investment Services, Farther Finance Advisors, Bank of America, and Merrill. Prior to his financial career, he served eight years in the United States Marine Corps. 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. The firm offers multiple wrap fee programs through a multi-provider platform, integrating services from KeyCorp affiliates that include municipal advisory and investment-banking capabilities.
Anthony Z
Series 66
Brooklyn, OH
Key Investment Services LLC
Anthony Zak is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds the Series 66 designation and has nine years of industry experience. His prior work includes positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. 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 utilizes a multi-provider platform with discretionary and non-discretionary management options and is affiliated with KeyCorp entities offering additional financial services.
Matthew S
Series 63, Series 65
Limerick, PA
Key Investment Services LLC
Matthew Shafer is a financial advisor with Key Investment Services LLC in Limerick, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes multiple roles within Key Investment Services LLC as well as positions at KeyBank and LPL Financial. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios from internal and third-party managers, with services integrated across KeyCorp affiliates.
Alan F
Series 66
Brooklyn, OH
Key Investment Services LLC
Alan Fullenkamp is a Series 66-licensed financial advisor with 25 years of industry experience, currently with Key Investment Services LLC since 2006. He previously worked at Equitable Advisors from 2003 to 2006. Outside of his advisory role, he serves on committees for local Boy Scout troops and related nonprofit organizations. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients. The firm provides model-based portfolio management through a multi-provider platform and integrates services from KeyCorp affiliates.
Christopher K
Series 63, Series 66
Belfast, ME
Key Investment Services LLC
Christopher Klenk is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Key Investment Services and KeyBank since 2009. Outside of his advisory role, Klenk serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products with custodial and trade execution services provided by Pershing, utilizing a multi-provider platform model with discretionary implementation by Envestnet and portfolio design by Key Wealth Chief Investment Office and third-party managers.
Samuel N
Series 63, Series 66
South Jordan, UT
Key Investment Services LLC
Samuel Nielson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Valic Financial Advisors, CapitalRock LLC, and MWA Financial Services 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 plan clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates services from KeyCorp affiliates, including investment-banking and municipal advisory capabilities.
Bryant D
Series 66
Rochester, NY
Key Investment Services LLC
Bryant Dudek is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. His prior work history includes roles at Keybank and Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a wide range of clients, including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary and non-discretionary management options and is integrated with KeyCorp affiliates offering additional financial services.
Christopher H
Series 63, Series 66
Schenectady, NY
Key Investment Services LLC
Christopher Hunt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Chase Investment Services Corp. He has been with Key Investment Services since 2013. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs using a multi-provider model that integrates discretionary and non-discretionary management, with services supported by KeyCorp affiliates.
Ronald B
Series 63, Series 65
Brooklyn, OH
Key Investment Services LLC
Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Empower Advisory Group, and Axa Advisors. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory services to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers various wrap-fee programs supported by custodial and trade execution services.
Ernesto S
Series 66
Syracuse, NY
Key Investment Services LLC
Ernesto Smith Fernandez is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and KeyBank. He also has a background that includes military service with the Fuerzas Armadas Revolucionarias and teaching at Preuniversitario Saul Delgado. 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 from KeyCorp affiliates, offering a variety of wrap programs and investment solutions largely managed on a non-discretionary basis.
Courtney J
Series 63, Series 65
Brooklyn, OH
Key Investment Services LLC
Courtney Jinjika is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her career includes over a decade with KeyBank and its affiliated investment services. Key Investment Services LLC is an SEC-registered investment adviser offering 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 platform combining discretionary implementation and strategist portfolios, with integration alongside KeyCorp affiliates for additional financial services.
Kyle R
Series 63, Series 66
Chicago, IL
Key Investment Services LLC
Kyle Richards is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Fidelity Investments. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides 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 offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model for portfolio strategy and implementation.
John T
Series 63, Series 65, Series 66
Cohoes, NY
Key Investment Services LLC
John Tenofsky is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA, Citizens Securities, TD Ameritrade, Bank of America, Merrill, and Guggenheim Investments. Key Investment Services LLC is an SEC-registered investment adviser offering 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 with discretionary and non-discretionary strategies, integrates with KeyCorp affiliates, and offers various wrap fee programs alongside custodial and trade execution services.
Roberta W
Series 63, Series 65, Series 66
Victor, NY
Key Investment Services LLC
Roberta Wagner is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill Lynch Pierce, Fenner & Smith, Inc. and Citizens Securities Inc. She serves as secretary for the Victor Boy’s Lacrosse Club, assisting with team events and communications. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 utilizes a multi-provider platform and integrates services from KeyCorp affiliates, offering various wrap programs with custodial and trade execution services.
Kevin H
Series 66
Lakewood, CO
Key Investment Services LLC
Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013 and previously worked at Edward Jones from 2010 to 2012. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for discretionary implementation and offers various wrap programs, integrating services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.
Laura B
Series 63, Series 66
Brooklyn, OH
Key Investment Services LLC
Laura Bowe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Key Investment Services since 2013. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services from Pershing and integrates model management through Envestnet and its internal and third-party strategists.
Sydney B
Series 66
Eugene, OR
Key Investment Services LLC
Sydney Brisco is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at KeyBank NA, Van Clemens & Co., Inc., and Symmetry Financial Group, LLC. Outside of her advisory role, she operates a website and Etsy shop called Just a Homeowner, which provides digital content to help homeowners maintain and decorate their homes. 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 utilizes a multi-provider model and integrates services from KeyCorp affiliates to support its investment offerings.
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