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Michael P

Series 63, Series 66

Lancaster, NY

Key Investment Services LLC

Michael Paul is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Key Investment Services LLC and KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Angelo C

Series 63, Series 65

Lancaster, NY

Key Investment Services LLC

Angelo Ciccarelli is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2012. Outside of his advisory role, Ciccarelli serves as an At-Large Director for the Western New York Hockey Officials Association, where he helps assign referees to local youth ice hockey games. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products, operating as part of the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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