Niagara Falls, NY Military Road Office

Team
Updated today

Client AUM

$8,774,488,385

Clients

34,509

Advisors

2

Of 642 advisors across 353 offices

Location

2429 Military Road

Niagara Falls NY 14304

Advisors at this office

2

Advisors at this office

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Christopher W

Series 66

Niagara Falls, NY

Key Investment Services LLC

Christopher Woods is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services and KeyBank NA since 2016. Outside of his advisory role, he volunteers as president and coach of the Niagara Pioneer Soccer League and serves as an assistant coach for the Lewiston Porter school district. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporations through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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

Series 66

Niagara Falls, NY

Key Investment Services LLC

Daniel Aikin is a financial advisor at Key Investment Services LLC in Niagara Falls, NY, holding a Series 66 designation with seven years of industry experience. Prior to his current role, he served in the New York State Senate from 2008 to 2019. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and oversight, and operates within the KeyCorp group, maintaining affiliations with KeyBank and KeyBanc Capital Markets.

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