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Michael D

Series 63, Series 66

Liverpool, NY

Key Investment Services LLC

Michael De Bottis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at KeyBank, LPL Financial, M&T Securities, Equitable Advisors, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

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

Series 63, Series 65

Liverpool, NY

Key Investment Services LLC

Joseph Diamond is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

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