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William R

Series 63, Series 66

Vestal, NY

Key Investment Services LLC

William Reynolds Jr. is a financial advisor at Key Investment Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Outside of his advisory role, he is involved in real estate rental activities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection, ongoing monitoring, and access to third-party discretionary managers, operating within the KeyCorp group with affiliated banking and capital markets entities.

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

Series 63, Series 66

Vestal, NY

Key Investment Services LLC

Michael Rabideau is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at KeyBank and Key Investment Services LLC spanning from 2016 to the present. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing recommendations and monitoring, and it operates 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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