Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

David P

Series 63, Series 65, Series 66

Cicero, NY

Key Investment Services LLC

David Palmiter is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years and HSBC Securities (USA) Inc. for one year. Outside of his advisory role, he owns a single-family rental property. 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 large network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation and third-party strategist portfolios, integrating services from KeyCorp affiliates.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Evan R

Series 63, Series 66

Cicero, NY

Key Investment Services LLC

Evan Ryan is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at KeyBank and the Potsdam Town & Country Club. Key Investment Services LLC is an SEC-registered adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management and offers both discretionary and non-discretionary solutions.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Andres C

Series 63, Series 66

Cicero, NY

Key Investment Services LLC

Andres Cano is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been affiliated with Key Investment Services and KeyBank since 2016. Cano serves as a director of Advocates, Inc., a nonprofit organization for families with children with disabilities. 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 employs a multi-provider platform and integrates services from KeyCorp affiliates, offering a combination of discretionary and non-discretionary investment solutions.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)