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Philip S

Series 63, Series 66

Hudson, NY

Key Investment Services LLC

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008, following a two-year tenure at McGinn, Smith Advisors LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model that integrates discretionary and non-discretionary portfolio management, with additional services including custodial, trade execution, and ancillary insurance products.

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

Series 63, Series 66

Hudson, NY

Key Investment Services LLC

Jeffrey Hannett is a financial advisor with Key Investment Services LLC in Hudson, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Key Investment Services in various roles since 2016 and previously worked at KeyBank. In addition to advising, Hannett is a financial education instructor at Kaplan North America’s College for Financial Planning, where he teaches and develops curriculum. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers model-based advisory products with multi-provider platform support and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

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