Tonawanda, NY Niagara Falls Blvd Office

Team
Updated today

Client AUM

$8,774,488,385

Clients

34,509

Advisors

2

Of 642 advisors across 353 offices

Location

1930 Niagara Falls Blvd

Tonawanda NY 14150

Advisors at this office

2

Advisors at this office

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Albert E

Series 63, Series 66

Tonawanda, NY

Key Investment Services LLC

Albert Erni Sr. is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services and KeyBank since 2017. Outside of his advisory role, he serves as a board member for Child & Family Services and is involved with a recording studio business that holds copyrights. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection, offers access to third-party discretionary managers, and operates 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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Jordan H

Series 66

Tonawanda, NY

Key Investment Services LLC

Jordan Honan is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services and its predecessor entity since 2014. Outside of his advisory role, Honan serves on the finance committee of St. John Vianney Church, which focuses on managing the church’s debt and cash flow. 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 operates within the KeyCorp group and emphasizes client-directed investment choices supported by ongoing monitoring and due diligence of third-party managers.

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