Cicero, NY Office
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Key Investment Services LLC
Enterprise
Firm-wide stats for Key Investment Services LLC
About
Key Investment Services LLC is an SEC‑registered investment adviser and wrap‑fee program sponsor that delivers portfolio management and model‑based advisory products to individuals, trusts, estates, small businesses and institutional plan clients through a network of financial professionals. It offers multiple wrap programs (Core, SMA, Choice and Advantage) with custodial and trade execution services carried by Pershing and ancillary insurance products offered through affiliated insurance entities.
The firm relies on a multi‑provider model: Envestnet provides platform and discretionary implementation while the Key Wealth Chief Investment Office (KW CIO) and third‑party managers design the strategist portfolios, and a Product Due Diligence Committee oversees manager inclusion and monitoring. Clients generally select models on a non‑discretionary basis (with Envestnet implementing manager‑led changes), and the platform can add optional tax and values overlay services to reflect tax considerations or client values screens.
Distinctive features include the firm’s integration with KeyCorp affiliates — KeyBank and KeyBanc Capital Markets — which supply model due diligence, municipal advisory services, investment‑banking and interest‑rate/equity‑risk management capabilities that may introduce affiliated conflicts of interest and derivative or underwriting activity. The firm’s structure and offerings also differ from many peers in that a substantial portion of assets are managed on a non‑discretionary basis, it generally emphasizes percentage‑of‑AUM wrap fees rather than fixed‑fee or standalone financial‑planning products, and it has recent regulatory enforcement matters disclosed in its brochure.
Based on Key Investment Services LLC
Expertise
Based on Key Investment Services LLC
Occupation focus
Based on Key Investment Services LLC
Location
7950 Brewerton Road
Cicero NY 13039
Advisors at this office
3
Advisors at this office
David P
Series 63, Series 65, Series 66
Cicero, NY
Key Investment Services LLC
David Palmiter is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 17 years and HSBC Securities (USA) Inc. for one year. Outside of his advisory role, he owns a single-family rental property. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider model with discretionary implementation and third-party strategist portfolios, integrating services from KeyCorp affiliates.
Evan R
Series 63, Series 66
Cicero, NY
Key Investment Services LLC
Evan Ryan is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at KeyBank and the Potsdam Town & Country Club. Key Investment Services LLC is an SEC-registered adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management and offers both discretionary and non-discretionary solutions.
Andres C
Series 63, Series 66
Cicero, NY
Key Investment Services LLC
Andres Cano is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been affiliated with Key Investment Services and KeyBank since 2016. Cano serves as a director of Advocates, Inc., a nonprofit organization for families with children with disabilities. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider platform and integrates services from KeyCorp affiliates, offering a combination of discretionary and non-discretionary investment solutions.
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