North Tonawanda, NY River Road 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 355 offices
Location
100 River Road
North Tonawanda NY 14120
Advisors at this office
2
Advisors at this office
Richard M
Series 66
North Tonawanda, NY
Key Investment Services LLC
Richard Massaro Jr. is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and due diligence of third-party advisory products.
Robert H
Series 63, Series 66
North Tonawanda, NY
Key Investment Services LLC
Robert Hamilton is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes multiple roles at KeyBank and Key Investment Services LLC dating back to 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 choices and ongoing monitoring, supported by a product due diligence committee and access to third-party discretionary managers.
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