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Craig C

Series 63, Series 65

Liberty, NY

Key Investment Services LLC

Craig Crump is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, he serves on the Board of Directors and as a trustee for the BPOE 550 Elks Lodge, where he is involved in overseeing the financial health and maintenance of the organization. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection and provides due diligence, monitoring, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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