AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HD

Henry J. Dellaquila

Some features on this profile are disabled
CRD#: 1031156
HD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Henry John Dellaquila, who also goes by Hank Dellaquila, was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 1982. Henry had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hank Dellaquila

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 3, 2006 - July 1, 2011

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
TONAWANDA, NY
Past

May 14, 1999 - December 31, 2005

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NIAGARA FALLS, NY
Past

June 1, 1993 - May 14, 1999

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

October 1, 1990 - May 14, 1993

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

May 24, 1989 - October 29, 1990

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

January 31, 1989 - May 30, 1989

WESTMORELAND CAPITAL CORPORATION

BD
CRD#: 11469
Past

July 14, 1988 - January 18, 1989

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

April 6, 1988 - July 28, 1988

WESTMORELAND CAPITAL CORPORATION

BD
CRD#: 11469
Past

July 18, 1986 - July 25, 1988

NORTH AMERICAN INVESTMENT CORP.

BD
CRD#: 7568
Past

November 9, 1983 - July 21, 1986

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

January 17, 1983 - November 15, 1983

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

March 30, 1982 - December 13, 1982

FITTIN, CUNNINGHAM & LAUZON, INC.

BD
CRD#: 6866

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC

CRD#: 136300 / SEC#: 801-65060, 8-66999

RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/8/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


KI
KEY INVESTMENT SERVICES LLC
KEY INVESTMENT SERVICES LLC

CRD#: 136300 / SEC#: 801-65060, 8-66999

RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Mailing Address
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144
Phone number
(888) 547-2968
Established
Ohio since 06/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,131

SEC notice filing (44 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

KIS FORM ADV PART 2A APPENDIX 1 (4/21/2025)

Direct owners and executive officers


NamePositionCRD#
KEYBANC CAPITAL MARKETS INC.SOLE OWNER566
CALABRESE, GIUSEPPE NMNCO-CEO/PRESIDENT5013231
DOUCE, MARK IVANCHIEF COMPLIANCE OFFICER2959137
GULLA, MATTHEW TODDCHIEF ADMINISTRATIVE OFFICER3040637
HOTZ, BURTON BRUCE NICHOLASCHIEF RISK OFFICER3025138
JANOFSKY, PAULA MARIEOPERATIONS OFFICER2882776
KOVACHICK, MARK ALLANCHIEF FINANCIAL OFFICER/DIRECTOR5390571
SCHMIDT, SOLOMON LEECO-CEO/PRESIDENT4404279
SKARDA, JOSEPH BRIELHEAD OF KEY WEALTH MANAGEMENT4288186
THEBERGE, JONATHAN MARCCHIEF OPERATIONS OFFICER7722891
WEICK, PAUL ALFRED IICHIEF LEGAL OFFICER2286289

Regulatory assets under management


Total Number of Accounts27,533
AUM (Assets Under Management)$ 6,107,213,206

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KEY INVESTMENT SERVICES LLC

CRD#: 136300

TRUST BUT VERIFY

Monitor Henry Dellaquila

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics