Chester, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,774,488,385
ClientsTotal clients
34,509
AdvisorsAdvisors at this office
2
Of 642 advisors across 353 offices
Location
74 Brookside Avenue
Chester NY 10918
Advisors at this office
2
Advisors at this office
Ayda L
Series 63, Series 66
Chester, NY
Key Investment Services LLC
Ayda Lupo is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by financial professional recommendations and ongoing monitoring, with a structured due diligence process for third-party advisory products.
Kyle R
Series 63, Series 66
Chester, NY
Key Investment Services LLC
Kyle Ray De Santis is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services LLC since 2023, with prior experience at KeyBank and various other employers. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides non-binding recommendations, ongoing monitoring, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.
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