JD
John R. Donnelly
KEY INVESTMENT SERVICES
Albany, NY 12205
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CRD#: 6171476
JD
Professional summary
John R Donnelly, who also goes by Jack R Donnelly, is a registered financial advisor currently at KEY INVESTMENT SERVICES LLC located in Albany, New York.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. John has worked at 2 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack R Donnelly
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.
CRS (Client Relationship Summary) - RIA
Click below to view John R Donnelly's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John R Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 30, 2021 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 95 Wolf Rd, Albany, NY 12205Office #2: 3337 Consaul Rd., Schenectady, NY 12304Office #3: 17 S. Broadway 2nd Floor, Nyack, NY, 10960Office #4: 300 South Main Street, Bowling Green, OH 43402Office #5: 1005 Elmgrove Rd., Rochester, NY 14624Office #6: 18324 Bagley Road, Middleburg Heights, OH 44130Office #7: 3 N Route 9 W, West Haverstraw, NY 10993Office #8: 1 New Hartford Shopping Center, New Hartford, NY 13413Office #9: 475 Albany Shaker Road, Loudonville, NY 12211Office #10: 2050 Western Ave., Guilderland, NY 12084Office #11: 150 Main Street, Lockport, NY 14094Office #12: 4050 Seneca Street, West Seneca, NY 14224Office #13: 1196 Western Ave, Albany, NY 12203Office #14: 145 Eastern Blvd, Canandaigua, NY 14424Office #15: 731 Chestnut St, Emmaus, PA 18049Office #16: 732 Norristown Rd, Maple Glen, PA 19002Office #17: 154 Quaker Rd., Queensbury, NY 12804Office #18: 709 Silas Deane Highway, Wethersfield, CT 06109Office #19: 270 Martine Ave, White Plains, NY 10601Office #20: 3225 Monroe Avenue, Rochester, NY 14618Office #21: 10 East Genesee St., Baldwinsville, NY 13027Office #22: 6912 Pearl Road, Middleburg Heights, OH 44130Office #23: 3016 Route 50, Saratoga Springs, NY 12866Office #24: 4030 Boardman-canfield Rd., Canfield, OH 44406Office #25: 5737 S. Transit Road, Lockport, NY 14094Office #26: 322 Main Street, West Haven, CT 06516Office #27: 1026 Main Street, Branford, CT 06405Office #28: 25 Main Street, Hamburg, NY 14075Office #29: 1455 French Road, Depew, NY 14043Office #30: 281 Troy Road, Rensselaer, NY 12144Office #31: 8899 Main St., Williamsville, NY 14221Office #32: 120 West Streetsboro Street, Hudson, OH 44236Office #33: 1400 Som Center Road, Mayfield Heights, OH 44124Office #34: 4461 Mayfield Rd, South Euclid, OH 44121Office #35: 160 Fairview Ave Suite 40, Hudson, NY 12534Office #36: 3030 Secor Rd, Toledo, OH 43606Office #37: 1360 Michigan Ave, Waterville, OH 43566Office #38: 3370 Warrensville Center Rd, Shaker Heights, OH 44122Office #39: 32000 Walker Rd, Avon Lake, OH 44012Office #40: 100 River Road, North Tonawanda, NY 14120Office #41: 200 West Beau St, Washington, PA 15301Office #42: 7350 Niagara Falls Blvd, Niagara Falls, NY 14304Office #43: 400 Forest Avenue, Portland, ME 04101Office #44: 16 Coleman Street, Chatham, NY 12037Office #45: 4421 Lehigh Dr, Walnutport, PA 18088Office #46: 544 W. Main Street, Mt Pleasant, PA 15666Office #47: 260 West Ridge Pike, Limerick, PA 19468Office #48: 767 New Loudon Road, Latham, NY 12110Office #49: 41 Main St., Massena, NY 13662Office #50: 1675 Walden Avenue, Cheektowaga, NY 14225Office #51: 5173 Sheridan Drive, Williamsville, NY 14221Office #52: 804 Hopkins Road, Amherst, NY 14221Office #53: 4773 State Highway 30, Amsterdam, NY 12010Office #54: 1703 Altamont Ave, Schenectady, NY 12303Office #55: 12 East Ave, Lewiston, ME 04240Office #56: 4455 Transit Road, Williamsville, NY 14221Office #57: 245 Main Street, East Haven, CT 06512Office #58: 3171 Sheridan Drive, Amherst, NY 14226Office #59: 55 Douglas Lane, East Aurora, NY 14052Office #60: 545 Route 211 East, Middletown, NY 10941Office #61: 33275 Aurora Road, Solon, OH 44139Office #62: 53 South Main St, Liberty, NY 12754Office #63: 6716 Pittsford-palmyra Rd., Fairport, NY 14450Office #64: 5037 Suder Avenue, Toledo, OH 43611Office #65: 514 Main Street, Medina, NY 14103Office #66: 369 E Fairmount Avenue, Lakewood, NY 14750Office #67: 5 Maple Avenue, Warwick, NY 10990Office #68: 9640 Transit Rd., Amherst, NY 14051Office #69: 2600 Route 55, Poughquag, NY 12570Office #70: 188 Main Street, Yarmouth, ME 04096Office #71: 20633 Center Ridge Rd, Rocky River, OH 44116Office #72: 17333 Southpark Center, Strongsville, OH 44136Office #73: 4495 Everhard N.w., Canton, OH 44718Office #74: 1090 North Court Street, Medina, OH 44256Office #75: 76 Tallmadge Circle, Tallmadge, OH 44278Office #76: 1505 Rt 22, Brewster, NY 10509Office #77: 74 Brookside Avenue, Chester, NY 10918Office #78: 370 Delaware Ave, Delmar, NY 12054Office #79: 3 West Main St., Pawling, NY 12564Office #80: 774 Main Street, Presque Isle, ME 04769Office #81: 1435 Warren Rd., Lakewood, OH 44107Office #82: 3413 West Genesee St., Syracuse, NY 13219-2017Office #83: 2030 Sheridan Drive, Tonawanda, NY 14223Office #84: 298 Veterans Way, Warminster, PA 18974Office #85: 3030 Union Rd., Orchard Park, NY 14127Office #86: 1000 Hylan Dr., Rochester, NY 14623Office #87: 1 Landing Road, Windham, ME 04062Office #88: 12 Spencerport Rd., Rochester, NY 14606Office #89: 4 N Main St, Chagrin Falls, OH 44022Office #90: 6 Storrs Road, Willimantic, CT 06226Office #91: 24600 Chagrin Blvd, Beachwood, OH 44122Office #92: 404 East Waterloo Road, Akron, OH 44319Office #93: 268 Grant Avenue, Auburn, NY 13021Office #94: 172 Maine Street, Brunswick, ME 04011Office #95: 51 East 4th Street, Dunkirk, NY 14048Office #96: 3983 Medina Rd., Akron, OH 44333Office #97: 2429 Military Road, Niagara Falls, NY 14304Office #98: 7525 Crile Road, Painesville, OH 44077Office #99: 800 E. Pittsburgh Street, Greensburg, PA 15601Office #100: 211 Amity Road, Woodbridge, CT 06525Office #101: 793 Ambassador Dr, Wadsworth, OH 44281Office #102: 2185 Warrensville Center Rd, University Heights, OH 44118Office #103: 1185 University Ave, Rochester, NY 14607Office #104: 2938 Us Rte 9, Valatie, NY 12184Office #105: 7350 West Central Ave., Toledo, OH 43617Office #106: 4467 Main St., Snyder, NY 14226Office #107: 5200 Main Street, Williamsville, NY 14221Office #108: 241 Saratoga Road, Glenville, NY 12302Office #109: 3160 Navarre Ave., Oregon, OH 43616Office #110: 3050 Niagara Falls Blvd., Amherst, NY 14228Office #111: 3177 Latta Rd., Rochester, NY 14612Office #112: 738 Route 9, Fishkill, NY 12524Office #113: 3110 W 117th St. 216-251-1213, Cleveland, OH 44111Office #114: 215 Tecumseh Rd., Syracuse, NY 13224Office #115: 702 Route 113, Souderton, PA 18964Office #116: 51 E. Main St., Norwalk, OH 44857Office #117: 604 South Meadow St, Ithaca, NY 14850Office #118: 4900 Tiedeman Road, Brooklyn, OH 44144Office #119: 417 Spring Street, Jamestown, NY 14701Office #120: 810 Mckeesport Rd, Elizabeth, PA 15037Office #121: 932 North Main, North Canton, OH 44720Office #122: 2858 Delaware Avenue, Kenmore, NY 14217Office #123: 166 Crocker Park Blvd, Westlake, OH 44145Office #124: 280 Easton Road, Warrington, PA 18976Office #125: 2532 Columbus Avenue, Sandusky, OH 44870Office #126: 55 Burnett Boulevard, Poughkeepsie, NY 12603Office #127: 79 New Canaan Avenue, Norwalk, CT 06850Office #128: 3857 Darrow Road, Stow, OH 44224Office #129: 1352 S. Main St., Adrian, MI 49221Office #130: 4717 Main Avenue, Ashtabula, OH 44004Office #131: 69 Main St., Batavia, NY 14020Office #132: 270 Village Club Dr., Wexford, PA 15090Office #133: 7925 Hills & Dales Rd Nw, Massillon, OH 44646Office #134: 9605 Harmony Dr., Ingomar, PA 15127Office #135: 6084 Route 30, Greensburg, PA 15601Office #136: 6203 Babcock Boulevard, Pittsburgh, PA 15237Office #137: 1509 Freeport Rd, Natrona Heights, PA 15065Office #138: 72 Mohawk Street, Cohoes, NY 12047Office #139: 100 Country Side Plaza, Mt Pleasant, PA 15666Office #140: 10 Old Clairton Rd, Pittsburgh, PA 15236Office #141: 1730 Murray Ave, Pittsburgh, PA 15217Office #142: 1620 S Water Street, Kent, OH 44240Office #143: 583 Allegheny Ave., Oakmont, PA 15139Office #144: 6811 Aiport Hwy., Holland, OH 43528Office #145: 3204 Tremainsville Rd., Toledo, OH 43613Office #146: 5334 Southwestern Blvd., Hamburg, NY 14075Office #147: 29900 Detroit Rd., Westlake, OH 44145Office #148: 34801 Euclid Avenue, Willoughby, OH 44094Office #149: 9480 Mentor Avenue, Mentor, OH 44060Office #150: 103 Peterboro Street, Canastota, NY 13032Office #151: 4892 W Seneca Turnpike, Syracuse, NY 13215Office #152: 9869 Bustleton Avenue, Philadelphia, PA 19115Office #153: 278 Main Street, Harleysville, PA 19438Office #154: 6730 Rockside Road, Independence, OH 44131Office #155: 2520 W. 26th St, Erie, PA 16506Office #156: 7400 Ridgewood Drive, Parma, OH 44129Office #157: 7850 Plaza Blvd., Mentor, OH 44060Office #158: 30200 Chagrin Blvd, Pepper Pike, OH 44124Office #159: 2566 Aurora Rd, Twinsburg, OH 44087Office #160: 3700 Massillon Rd, Uniontown, OH 44685Office #161: 409 Conant St, Maumee, OH 43537Office #162: 3230 Chili Avenue, Rochester, NY 14624Office #163: 315 Second Ave, Warren, PA 16365Office #164: 1021 Boston Post Road, Guilford, CT 06437Office #165: 245 West Bridge Street, Catskill, NY 12414Office #166: 1411 Columbia Road, Westlake, OH 44145Office #167: 8481 E Washington, Chagrin Falls, OH 44023Office #168: 3979 William Penn Highway, Monroeville, PA 15146Office #169: 20 Main Street, Old Saybrook, CT 06475Office #170: 127 Public Square, Cleveland, OH 44114Office #171: 4073 Washington Rd, Mcmurray, PA 15317Office #172: 6424 Royalton Rd., North Royalton, OH 44133Office #173: 17747 Chillicothe Rd, Bainbridge, OH 44023Office #174: 36019 Detroit Rd, Avon, OH 44011Office #175: 601 N Countyline, Fostoria, OH 44830Office #176: 131 Oriskany Blvd , Whitestown, NY 13492Office #177: 26380 Great Northern Shopping Center, North Olmsted, OH 44070Office #178: 4106 Talmadge Road, Toledo, OH 43623Office #179: 2856 Whitney Avenue, Hamden, CT 06518Office #180: 1203 Ulster Ave, Kingston, NY 12401Office #181: 3000 East Main Street, Cortlandt Manor, NY 10567Office #182: 3636 Dewey Avenue, Rochester, NY 14616Office #183: 7647 State St., Lowville, NY 13367Office #184: 101 West Main Street, Fort Kent, ME 04743Office #185: 175 West Rd., Ellington, CT 06029Office #186: 2327 Us Route 9w, Ravena, NY 12143Office #187: 25 S Main Street, Homer, NY 13077Office #188: 29 Bangor Mall Boulevard, Bangor, ME 04401Office #189: 75 N Broadway, Tarrytown, NY 10591Office #190: 170 South Highland Avenue, Ossining, NY 10562Office #191: 2510 Main Street, Glastonbury, CT 06033Office #192: 201 Fifth Ave, Gloversville, NY 12078Office #193: 20111 Route 19, Cranberry Twp, PA 16066Office #194: 1825 Washington Rd, Pittsburgh, PA 15241Office #195: 493 Center St., Lewiston, NY 14092Office #196: 2066 George Urban Blvd., Depew, NY 14043Office #197: 4428 West Tuscarawas, Canton, OH 44708Office #198: 7400 Oakpoint Road, Lorain, OH 44053Office #199: 22 E. Pike St, Houston, PA 15342Office #200: 1088 Louisiana Ave., Perrysburg, OH 43551Office #201: 66 Main St., Geneseo, NY 14454Office #202: 950 Silver Lane, East Hartford, CT 06118Office #203: 1468 West Gore Rd, Erie, PA 16509Office #204: 1808 Snow Rd, Parma, OH 44134Office #205: 726 Exchange St. Suite 900, Buffalo, NY 14210Office #206: 1908 State Rd, Cuyahoga Falls, OH 44223Office #207: 27323 Wolfe Rd, Bay Village, OH 44140Office #208: 6890 Hamilton Blvd, Trexlertown, PA 18087Office #209: 2421 Main Street, Buffalo, NY 14214Office #210: 63 Main St, Newport, ME 04953Office #211: 911 Central Avenue, Albany, NY 12206Office #213: 6666 North Ridge Rd, Madison, OH 44057Office #214: 10 Broad Street, Westfield, MA 01085Office #215: 1848 Empire Blvd., Webster, NY 14580Office #216: 704 Bridgeport Avenue Suite 101, Shelton, CT 06484Office #217: 870 W. Maple St., Hartville, OH 44632Office #218: 9 Easton Road, Willow Grove, PA 19090Office #219: 5510 Camp Road, Hamburg, NY 14075Office #220: 2031 Doubleday Avenue, Ballston Spa, NY 12020Office #221: 2180 Grand Island Blvd., Grand Island, NY 14072Office #222: 63 Main Street, Centerbrook, CT 06409Office #223: 1761 Post Road, Fairfield, CT 06824Office #224: 2318 Delaware Ave, Buffalo, NY 14216Office #225: 318 West Main St, Monongahela, PA 15063Office #226: 2 Glocker Way, Pottstown, PA 19465Office #227: 1228 Route 300, Newburgh, NY 12550Office #228: 202 Main Street, Oneonta, NY 13820Office #229: 507 State Route 67, Malta, NY 12020Office #230: 5 North Westfield Street, Feeding Hills, MA 01030Office #231: 600 Center Street, Auburn, ME 04210Office #232: 232 West Main Street, Avon, CT 06001Office #233: 73 Hazard Avenue, Enfield, CT 06082Office #234: 4239 North Buffalo St., Orchard Park, NY 14127Office #235: 19234 Detroit Rd, Rocky River, OH 44116Office #236: 203 Main Street, Danielson, CT 06239Office #237: 8550 Transit Rd., East Amherst, NY 14051Office #238: 1700 Park Street, Hartford, CT 06106Office #239: 640 East Aurora Rd, Macedonia, OH 44056Office #240: 320 Orchard Park Road, West Seneca, NY 14224Office #241: 525 Vischers Ferry Road, Clifton Park, NY 12065Office #242: 960 Shelburne Road, South Burlington, VT 05403Office #243: 87 Route 59, Monsey, NY 10952Office #244: 1 Post Office Square, Kennebunk, ME 04043Office #245: 500 Farm Lane, Doylestown, PA 18901Office #246: 274 Elmwood Avenue, Buffalo, NY 14222Office #247: 50 N Church St Suite 202, Goshen, NY 10924Office #248: 12 Shapleigh Road, Kittery, ME 03904Office #249: 250 Delaware Avenue Suite 120, Buffalo, NY 14202Office #250: 28 W Market St, Red Hook, NY 12571Office #251: 904 Blakeslee Boulevard Drive East, Lehighton, PA 18235Office #252: 223 Shoemaker Road, Pottstown, PA 19464Office #253: 1725 Black River Blvd, Rome, NY 13440Office #254: 3534 Main Street, Coventry, CT 06238Office #255: 838 East Baltimore Pike, Kennett Square, PA 19348Office #256: 721 Canal Street, Stamford, CT 06902Office #257: 318 West Columbus Ave, Corry, PA 16407Office #258: 282 Main St , Binghamton, NY 13905Office #259: 1795 Williston Rd Suite 110, South Burlington, VT 05403Office #260: 214 South Chapel Blvd, Louisville, OH 44641Office #261: 5301 Warrensville Center Rd, Maple Heights, OH 44137Office #262: 41 Kellogg Road, New Hartford, NY 13413Office #263: 200 West Lancaster Avenue, Frazer, PA 19355Office #264: 17138 Lorain Ave, Cleveland, OH 44111Office #265: 111 Main St, Belfast, ME 04915Office #266: 68 South Broad Street, Milford, CT 06461Office #267: 1063 Riverdale Street, West Springfield, MA 01089Office #268: 1593 Washington Pike, Bridgeville, PA 15017Office #269: 1500 E. High Street, Pottstown, PA 19464Office #270: 1 Monument Square, Portland, ME 04101Office #271: 1115 30th St Nw, Canton, OH 44709Office #272: 117 W. Main St., Endicott, NY 13760Office #273: 232 Main St, Bridgton, ME 04009Office #274: 400 Main Street, Red Hill, PA 18076Office #275: 2255 Ridge Rd East, Rochester, NY 14622Office #276: 980 Ridge Rd. East, Webster, NY 14580Office #277: 5290 Detroit Rd, Sheffield Village, OH 44035Office #278: 11 Main St., Wakeman, OH 44889Office #279: 28 Lecount Place, New Rochelle, NY 10801Office #280: 1248 Dixwell Avenue, Hamden, CT 06514Office #281: 17 Elm Street, Potsdam, NY 13676Office #282: 1801 Rte 286, Pittsburgh, PA 15239Office #283: 110 Washington Avenue, North Haven, CT 06473Office #284: 25 Market Street, South Portland, ME 04106Office #285: 4111 State Rte 44, Rootstown, OH 44272Office #286: 596 Middle Turnpike, Storrs, CT 06268Office #287: 145 North Chestnut St., Ravenna, OH 44266Office #288: 144 High Street, Caribou, ME 04736Office #289: 33 3rd St, Troy, NY 12180Office #290: 31 Main Street, Hebron, CT 06248Office #291: 35401 Vine St., Eastlake, OH 44095Office #292: 1900 Central Avenue, Albany, NY 12205Office #293: 1532 Route 9, Clifton Park, NY 12065Office #294: 741 North Colony Road, Wallingford, CT 06492Office #295: 11 Division Street, Amsterdam, NY 12010Office #296: 3550 Brewerton Rd., North Syracuse, NY 13212Office #297: 701 Twining Road, Dresher, PA 19025Office #298: 201 Rhonda Ct, North Huntingdon, PA 15642Office #299: 3283 Main St., Mexico, NY 13114Office #300: 388 Feura Bush Rd, Glenmont, NY 12077Office #301: 981 Rt. 6, Mahopac, NY 10541Office #302: 34 Old Tavern Road, Orange, CT 06477Office #303: 215 Merrow Road, Tolland, CT 06084Office #304: 46 College Avenue, Nanuet, NY 10954Office #305: 115 S Main, New City, NY 10956Office #306: 1551 Valley Forge Rd, Lansdale, PA 19446Office #307: 2386 Summer Street, Stamford, CT 06905Office #308: 3909 Lincoln Highway, Downingtown, PA 19335Office #309: 32 Jordan Street, Skaneateles, NY 13152Office #310: 445 Gorham Road, South Portland, ME 04106Office #311: 5318 W. Genesee St., Camillus, NY 13031Office #312: 301 Second St., Liverpool, NY 13088Office #313: 2791 Ridge Rd. West, Rochester, NY 14626Office #314: 4707 Lake Road South, Brockport, NY 14420Office #315: 200 Washington Street, Watertown, NY 13601Office #316: 6570 Kinne Rd, Dewitt, NY 13214Office #317: 3701 Ny Highway 43, West Sand Lake, NY 12196Office #318: 1050 East Philadelphia Avenue, Gilbertsville, PA 19525Office #319: 59 Route 59, Suffern, NY 10901Office #320: 55 South Main Street, West Hartford, CT 06107Office #321: 7670 Highbridge Road, Manlius, NY 13104Office #322: 615 Columbia Turnpike, East Greenbush, NY 12061Office #323: 82 Quarry Road, Downington, PA 19335Office #324: 93 N Middletown Rd, Pearl River, NY 10965Office #325: 820 Second Avenue, Troy, NY 12182Office #326: 3301 South Winton Rd, Rochester, NY 14623Office #327: 270 S Little Tor Road, New City, NY 10956Office #328: 40 Pearl Street, Essex Junction, VT 05452Office #329: 23 Whitten Road, Augusta, ME 04330Office #330: 331 Main Street, Rockland, ME 04841Office #331: 410 Town Drive, Fayetteville, NY 13066Office #332: 7790 Chippewa Rd, Brecksville, OH 44141Office #333: 601 North Pottstown Pike, Exton, PA 19341Office #334: 1197 Wilmington Pike, West Chester, PA 19382Office #335: 344 W Middle Turnpike, Manchester, CT 06041Office #336: 1 Western Avenue Route 9 West, Marlboro, NY 12542Office #337: 313 Main Street, Eastchester, NY 10709Office #338: 923 Main Street, Manchester, CT 06040Office #339: 225 Trumbull Street, Hartford, CT 06103Office #340: 1555 Route 9, Wappingers Falls, NY 12590Office #341: 481 Buckland Road, South Windsor, CT 06074Office #342: 256 Us Route 1 Suite 1, Falmouth, ME 04105Office #343: 122-a Prospect Hill Road, East Windsor, CT 06088Office #344: 3680 Center Rd, Brunswick, OH 44212Office #345: 3565 Main St, Stone Ridge, NY 12484Office #346: 2952 Saunders Settlement, Sanborn, NY 14132Office #347: 1942 East 105th Street, Cleveland, OH 44106Office #348: 364 Center Ave, Butler, PA 16001Office #349: 787 Alpha Drive, Highland Heights, OH 44143Office #350: 50 Main St, Mt. Kisco, NY 10549Office #351: 369 Main Street, Norway, ME 04268Office #352: 121 W Manlius Street, East Syracuse, NY 13057Office #353: 65 Dutch Hill Road, Orangeburg, NY 10962Office #354: 1071 Payne Ave., North Tonawanda, NY 14120Office #355: 138 Albany St., Cazenovia, NY 13035Office #356: 960 West State, Alliance, OH 44601Office #357: 23 Water Street, Bangor, ME 04402Office #358: 7950 Brewerton Road, Cicero, NY 13039Office #359: 782 Hoosick Road, Brunswick, NY 12180Office #360: 1703 Route 9, Clifton Park, NY 12065Office #361: 5 Hannaford Drive, Scarborough, ME 04074Office #362: 7126 Fulton Road Nw, Canton, OH 44718Office #363: 4700 Liberty Avenue, Vermilion, OH 44089Office #364: 1674 County Route 7a, Copake, NY 12516Office #365: 315 E Second St, Salem, OH 44460Office #366: 1941 Route 52, Hopewell Junction, NY 12533Office #367: 3935 Route 31, Liverpool, NY 13090Office #368: 5604 North Main St., Sylvania, OH 43560Office #369: 2 Scammon Street, Saco, ME 04072Office #370: 22481 Lakeshore Blvd., Euclid, OH 44123Office #371: 119 Temple Hill Rd., New Windsor, NY 12553Office #372: 5207 Broadway, Lancaster, NY 14086Office #373: One North Main St., Cortland, NY 13045Office #374: 1930 Niagara Falls Blvd, Tonawanda, NY 14150RIA
BD
CRD#: 136300
Albany, NY
Current
August 30, 2021 - Present
KEY INVESTMENT SERVICES LLC
Office #1: 95 Wolf Rd, Albany, NY 12205Office #2: 3337 Consaul Rd., Schenectady, NY 12304Office #3: 17 S. Broadway 2nd Floor, Nyack, NY, 10960Office #4: 300 South Main Street, Bowling Green, OH 43402Office #5: 1005 Elmgrove Rd., Rochester, NY 14624Office #6: 18324 Bagley Road, Middleburg Heights, OH 44130Office #7: 3 N Route 9 W, West Haverstraw, NY 10993Office #8: 1 New Hartford Shopping Center, New Hartford, NY 13413Office #9: 475 Albany Shaker Road, Loudonville, NY 12211Office #10: 2050 Western Ave., Guilderland, NY 12084Office #11: 150 Main Street, Lockport, NY 14094Office #12: 4050 Seneca Street, West Seneca, NY 14224Office #13: 1196 Western Ave, Albany, NY 12203Office #14: 145 Eastern Blvd, Canandaigua, NY 14424Office #15: 731 Chestnut St, Emmaus, PA 18049Office #16: 732 Norristown Rd, Maple Glen, PA 19002Office #17: 154 Quaker Rd., Queensbury, NY 12804Office #18: 709 Silas Deane Highway, Wethersfield, CT 06109Office #19: 270 Martine Ave, White Plains, NY 10601Office #20: 3225 Monroe Avenue, Rochester, NY 14618Office #21: 10 East Genesee St., Baldwinsville, NY 13027Office #22: 6912 Pearl Road, Middleburg Heights, OH 44130Office #23: 3016 Route 50, Saratoga Springs, NY 12866Office #24: 4030 Boardman-canfield Rd., Canfield, OH 44406Office #25: 5737 S. Transit Road, Lockport, NY 14094Office #26: 322 Main Street, West Haven, CT 06516Office #27: 1026 Main Street, Branford, CT 06405Office #28: 25 Main Street, Hamburg, NY 14075Office #29: 1455 French Road, Depew, NY 14043Office #30: 281 Troy Road, Rensselaer, NY 12144Office #31: 8899 Main St., Williamsville, NY 14221Office #32: 120 West Streetsboro Street, Hudson, OH 44236Office #33: 1400 Som Center Road, Mayfield Heights, OH 44124Office #34: 4461 Mayfield Rd, South Euclid, OH 44121Office #35: 160 Fairview Ave Suite 40, Hudson, NY 12534Office #36: 3030 Secor Rd, Toledo, OH 43606Office #37: 1360 Michigan Ave, Waterville, OH 43566Office #38: 3370 Warrensville Center Rd, Shaker Heights, OH 44122Office #39: 32000 Walker Rd, Avon Lake, OH 44012Office #40: 100 River Road, North Tonawanda, NY 14120Office #41: 200 West Beau St, Washington, PA 15301Office #42: 7350 Niagara Falls Blvd, Niagara Falls, NY 14304Office #43: 400 Forest Avenue, Portland, ME 04101Office #44: 16 Coleman Street, Chatham, NY 12037Office #45: 4421 Lehigh Dr, Walnutport, PA 18088Office #46: 544 W. Main Street, Mt Pleasant, PA 15666Office #47: 260 West Ridge Pike, Limerick, PA 19468Office #48: 767 New Loudon Road, Latham, NY 12110Office #49: 41 Main St., Massena, NY 13662Office #50: 1675 Walden Avenue, Cheektowaga, NY 14225Office #51: 5173 Sheridan Drive, Williamsville, NY 14221Office #52: 804 Hopkins Road, Amherst, NY 14221Office #53: 4773 State Highway 30, Amsterdam, NY 12010Office #54: 1703 Altamont Ave, Schenectady, NY 12303Office #55: 12 East Ave, Lewiston, ME 04240Office #56: 4455 Transit Road, Williamsville, NY 14221Office #57: 245 Main Street, East Haven, CT 06512Office #58: 3171 Sheridan Drive, Amherst, NY 14226Office #59: 55 Douglas Lane, East Aurora, NY 14052Office #60: 545 Route 211 East, Middletown, NY 10941Office #61: 33275 Aurora Road, Solon, OH 44139Office #62: 53 South Main St, Liberty, NY 12754Office #63: 6716 Pittsford-palmyra Rd., Fairport, NY 14450Office #64: 5037 Suder Avenue, Toledo, OH 43611Office #65: 514 Main Street, Medina, NY 14103Office #66: 369 E Fairmount Avenue, Lakewood, NY 14750Office #67: 5 Maple Avenue, Warwick, NY 10990Office #68: 9640 Transit Rd., Amherst, NY 14051Office #69: 2600 Route 55, Poughquag, NY 12570Office #70: 188 Main Street, Yarmouth, ME 04096Office #71: 20633 Center Ridge Rd, Rocky River, OH 44116Office #72: 17333 Southpark Center, Strongsville, OH 44136Office #73: 4495 Everhard N.w., Canton, OH 44718Office #74: 1090 North Court Street, Medina, OH 44256Office #75: 76 Tallmadge Circle, Tallmadge, OH 44278Office #76: 1505 Rt 22, Brewster, NY 10509Office #77: 74 Brookside Avenue, Chester, NY 10918Office #78: 370 Delaware Ave, Delmar, NY 12054Office #79: 3 West Main St., Pawling, NY 12564Office #80: 774 Main Street, Presque Isle, ME 04769Office #81: 1435 Warren Rd., Lakewood, OH 44107Office #82: 3413 West Genesee St., Syracuse, NY 13219-2017Office #83: 2030 Sheridan Drive, Tonawanda, NY 14223Office #84: 298 Veterans Way, Warminster, PA 18974Office #85: 3030 Union Rd., Orchard Park, NY 14127Office #86: 1000 Hylan Dr., Rochester, NY 14623Office #87: 1 Landing Road, Windham, ME 04062Office #88: 12 Spencerport Rd., Rochester, NY 14606Office #89: 4 N Main St, Chagrin Falls, OH 44022Office #90: 6 Storrs Road, Willimantic, CT 06226Office #91: 24600 Chagrin Blvd, Beachwood, OH 44122Office #92: 404 East Waterloo Road, Akron, OH 44319Office #93: 268 Grant Avenue, Auburn, NY 13021Office #94: 172 Maine Street, Brunswick, ME 04011Office #95: 51 East 4th Street, Dunkirk, NY 14048Office #96: 3983 Medina Rd., Akron, OH 44333Office #97: 2429 Military Road, Niagara Falls, NY 14304Office #98: 7525 Crile Road, Painesville, OH 44077Office #99: 800 E. Pittsburgh Street, Greensburg, PA 15601Office #100: 211 Amity Road, Woodbridge, CT 06525Office #101: 793 Ambassador Dr, Wadsworth, OH 44281Office #102: 2185 Warrensville Center Rd, University Heights, OH 44118Office #103: 1185 University Ave, Rochester, NY 14607Office #104: 2938 Us Rte 9, Valatie, NY 12184Office #105: 7350 West Central Ave., Toledo, OH 43617Office #106: 4467 Main St., Snyder, NY 14226Office #107: 5200 Main Street, Williamsville, NY 14221Office #108: 241 Saratoga Road, Glenville, NY 12302Office #109: 3160 Navarre Ave., Oregon, OH 43616Office #110: 3050 Niagara Falls Blvd., Amherst, NY 14228Office #111: 3177 Latta Rd., Rochester, NY 14612Office #112: 738 Route 9, Fishkill, NY 12524Office #113: 3110 W 117th St. 216-251-1213, Cleveland, OH 44111Office #114: 215 Tecumseh Rd., Syracuse, NY 13224Office #115: 702 Route 113, Souderton, PA 18964Office #116: 51 E. Main St., Norwalk, OH 44857Office #117: 604 South Meadow St, Ithaca, NY 14850Office #118: 4900 Tiedeman Road, Brooklyn, OH 44144Office #119: 417 Spring Street, Jamestown, NY 14701Office #120: 810 Mckeesport Rd, Elizabeth, PA 15037Office #121: 932 North Main, North Canton, OH 44720Office #122: 2858 Delaware Avenue, Kenmore, NY 14217Office #123: 166 Crocker Park Blvd, Westlake, OH 44145Office #124: 280 Easton Road, Warrington, PA 18976Office #125: 2532 Columbus Avenue, Sandusky, OH 44870Office #126: 55 Burnett Boulevard, Poughkeepsie, NY 12603Office #127: 79 New Canaan Avenue, Norwalk, CT 06850Office #128: 3857 Darrow Road, Stow, OH 44224Office #129: 1352 S. Main St., Adrian, MI 49221Office #130: 4717 Main Avenue, Ashtabula, OH 44004Office #131: 69 Main St., Batavia, NY 14020Office #132: 270 Village Club Dr., Wexford, PA 15090Office #133: 7925 Hills & Dales Rd Nw, Massillon, OH 44646Office #134: 9605 Harmony Dr., Ingomar, PA 15127Office #135: 6084 Route 30, Greensburg, PA 15601Office #136: 6203 Babcock Boulevard, Pittsburgh, PA 15237Office #137: 1509 Freeport Rd, Natrona Heights, PA 15065Office #138: 72 Mohawk Street, Cohoes, NY 12047Office #139: 100 Country Side Plaza, Mt Pleasant, PA 15666Office #140: 10 Old Clairton Rd, Pittsburgh, PA 15236Office #141: 1730 Murray Ave, Pittsburgh, PA 15217Office #142: 1620 S Water Street, Kent, OH 44240Office #143: 583 Allegheny Ave., Oakmont, PA 15139Office #144: 6811 Aiport Hwy., Holland, OH 43528Office #145: 3204 Tremainsville Rd., Toledo, OH 43613Office #146: 5334 Southwestern Blvd., Hamburg, NY 14075Office #147: 29900 Detroit Rd., Westlake, OH 44145Office #148: 34801 Euclid Avenue, Willoughby, OH 44094Office #149: 9480 Mentor Avenue, Mentor, OH 44060Office #150: 103 Peterboro Street, Canastota, NY 13032Office #151: 4892 W Seneca Turnpike, Syracuse, NY 13215Office #152: 9869 Bustleton Avenue, Philadelphia, PA 19115Office #153: 278 Main Street, Harleysville, PA 19438Office #154: 6730 Rockside Road, Independence, OH 44131Office #155: 2520 W. 26th St, Erie, PA 16506Office #156: 7400 Ridgewood Drive, Parma, OH 44129Office #157: 7850 Plaza Blvd., Mentor, OH 44060Office #158: 30200 Chagrin Blvd, Pepper Pike, OH 44124Office #159: 2566 Aurora Rd, Twinsburg, OH 44087Office #160: 3700 Massillon Rd, Uniontown, OH 44685Office #161: 409 Conant St, Maumee, OH 43537Office #162: 3230 Chili Avenue, Rochester, NY 14624Office #163: 315 Second Ave, Warren, PA 16365Office #164: 1021 Boston Post Road, Guilford, CT 06437Office #165: 245 West Bridge Street, Catskill, NY 12414Office #166: 1411 Columbia Road, Westlake, OH 44145Office #167: 8481 E Washington, Chagrin Falls, OH 44023Office #168: 3979 William Penn Highway, Monroeville, PA 15146Office #169: 20 Main Street, Old Saybrook, CT 06475Office #170: 127 Public Square, Cleveland, OH 44114Office #171: 4073 Washington Rd, Mcmurray, PA 15317Office #172: 6424 Royalton Rd., North Royalton, OH 44133Office #173: 17747 Chillicothe Rd, Bainbridge, OH 44023Office #174: 36019 Detroit Rd, Avon, OH 44011Office #175: 601 N Countyline, Fostoria, OH 44830Office #176: 131 Oriskany Blvd , Whitestown, NY 13492Office #177: 26380 Great Northern Shopping Center, North Olmsted, OH 44070Office #178: 4106 Talmadge Road, Toledo, OH 43623Office #179: 2856 Whitney Avenue, Hamden, CT 06518Office #180: 1203 Ulster Ave, Kingston, NY 12401Office #181: 3000 East Main Street, Cortlandt Manor, NY 10567Office #182: 3636 Dewey Avenue, Rochester, NY 14616Office #183: 7647 State St., Lowville, NY 13367Office #184: 101 West Main Street, Fort Kent, ME 04743Office #185: 175 West Rd., Ellington, CT 06029Office #186: 2327 Us Route 9w, Ravena, NY 12143Office #187: 25 S Main Street, Homer, NY 13077Office #188: 29 Bangor Mall Boulevard, Bangor, ME 04401Office #189: 75 N Broadway, Tarrytown, NY 10591Office #190: 170 South Highland Avenue, Ossining, NY 10562Office #191: 2510 Main Street, Glastonbury, CT 06033Office #192: 201 Fifth Ave, Gloversville, NY 12078Office #193: 20111 Route 19, Cranberry Twp, PA 16066Office #194: 1825 Washington Rd, Pittsburgh, PA 15241Office #195: 493 Center St., Lewiston, NY 14092Office #196: 2066 George Urban Blvd., Depew, NY 14043Office #197: 4428 West Tuscarawas, Canton, OH 44708Office #198: 7400 Oakpoint Road, Lorain, OH 44053Office #199: 22 E. Pike St, Houston, PA 15342Office #200: 1088 Louisiana Ave., Perrysburg, OH 43551Office #201: 66 Main St., Geneseo, NY 14454Office #202: 950 Silver Lane, East Hartford, CT 06118Office #203: 1468 West Gore Rd, Erie, PA 16509Office #204: 1808 Snow Rd, Parma, OH 44134Office #205: 726 Exchange St. Suite 900, Buffalo, NY 14210Office #206: 1908 State Rd, Cuyahoga Falls, OH 44223Office #207: 27323 Wolfe Rd, Bay Village, OH 44140Office #208: 6890 Hamilton Blvd, Trexlertown, PA 18087Office #209: 2421 Main Street, Buffalo, NY 14214Office #210: 63 Main St, Newport, ME 04953Office #211: 911 Central Avenue, Albany, NY 12206Office #212: 6666 North Ridge Rd, Madison, OH 44057Office #213: 10 Broad Street, Westfield, MA 01085Office #214: 1848 Empire Blvd., Webster, NY 14580Office #215: 704 Bridgeport Avenue Suite 101, Shelton, CT 06484Office #216: 870 W. Maple St., Hartville, OH 44632Office #217: 9 Easton Road, Willow Grove, PA 19090Office #218: 5510 Camp Road, Hamburg, NY 14075Office #219: 2031 Doubleday Avenue, Ballston Spa, NY 12020Office #220: 2180 Grand Island Blvd., Grand Island, NY 14072Office #221: 63 Main Street, Centerbrook, CT 06409Office #222: 1761 Post Road, Fairfield, CT 06824Office #223: 2318 Delaware Ave, Buffalo, NY 14216Office #224: 318 West Main St, Monongahela, PA 15063Office #225: 2 Glocker Way, Pottstown, PA 19465Office #226: 1228 Route 300, Newburgh, NY 12550Office #227: 202 Main Street, Oneonta, NY 13820Office #228: 507 State Route 67, Malta, NY 12020Office #229: 5 North Westfield Street, Feeding Hills, MA 01030Office #230: 600 Center Street, Auburn, ME 04210Office #231: 232 West Main Street, Avon, CT 06001Office #232: 73 Hazard Avenue, Enfield, CT 06082Office #233: 4239 North Buffalo St., Orchard Park, NY 14127Office #234: 19234 Detroit Rd, Rocky River, OH 44116Office #235: 203 Main Street, Danielson, CT 06239Office #236: 8550 Transit Rd., East Amherst, NY 14051Office #237: 1700 Park Street, Hartford, CT 06106Office #238: 640 East Aurora Rd, Macedonia, OH 44056Office #239: 320 Orchard Park Road, West Seneca, NY 14224Office #240: 525 Vischers Ferry Road, Clifton Park, NY 12065Office #241: 960 Shelburne Road, South Burlington, VT 05403Office #242: 87 Route 59, Monsey, NY 10952Office #243: 1 Post Office Square, Kennebunk, ME 04043Office #244: 500 Farm Lane, Doylestown, PA 18901Office #245: 274 Elmwood Avenue, Buffalo, NY 14222Office #246: 50 N Church St Suite 202, Goshen, NY 10924Office #247: 12 Shapleigh Road, Kittery, ME 03904Office #248: 250 Delaware Avenue Suite 120, Buffalo, NY 14202Office #249: 28 W Market St, Red Hook, NY 12571Office #250: 904 Blakeslee Boulevard Drive East, Lehighton, PA 18235Office #251: 223 Shoemaker Road, Pottstown, PA 19464Office #252: 1725 Black River Blvd, Rome, NY 13440Office #253: 3534 Main Street, Coventry, CT 06238Office #254: 838 East Baltimore Pike, Kennett Square, PA 19348Office #255: 721 Canal Street, Stamford, CT 06902Office #256: 318 West Columbus Ave, Corry, PA 16407Office #257: 282 Main St , Binghamton, NY 13905Office #258: 1795 Williston Rd Suite 110, South Burlington, VT 05403Office #259: 214 South Chapel Blvd, Louisville, OH 44641Office #260: 5301 Warrensville Center Rd, Maple Heights, OH 44137Office #261: 41 Kellogg Road, New Hartford, NY 13413Office #262: 200 West Lancaster Avenue, Frazer, PA 19355Office #263: 17138 Lorain Ave, Cleveland, OH 44111Office #264: 111 Main St, Belfast, ME 04915Office #265: 68 South Broad Street, Milford, CT 06461Office #266: 1063 Riverdale Street, West Springfield, MA 01089Office #267: 1593 Washington Pike, Bridgeville, PA 15017Office #268: 1500 E. High Street, Pottstown, PA 19464Office #269: 1 Monument Square, Portland, ME 04101Office #270: 1115 30th St Nw, Canton, OH 44709Office #271: 117 W. Main St., Endicott, NY 13760Office #272: 232 Main St, Bridgton, ME 04009Office #273: 400 Main Street, Red Hill, PA 18076Office #274: 2255 Ridge Rd East, Rochester, NY 14622Office #275: 980 Ridge Rd. East, Webster, NY 14580Office #276: 5290 Detroit Rd, Sheffield Village, OH 44035Office #277: 11 Main St., Wakeman, OH 44889Office #278: 28 Lecount Place, New Rochelle, NY 10801Office #279: 1248 Dixwell Avenue, Hamden, CT 06514Office #280: 17 Elm Street, Potsdam, NY 13676Office #281: 1801 Rte 286, Pittsburgh, PA 15239Office #282: 110 Washington Avenue, North Haven, CT 06473Office #283: 25 Market Street, South Portland, ME 04106Office #284: 4111 State Rte 44, Rootstown, OH 44272Office #285: 596 Middle Turnpike, Storrs, CT 06268Office #286: 145 North Chestnut St., Ravenna, OH 44266Office #287: 144 High Street, Caribou, ME 04736Office #288: 33 3rd St, Troy, NY 12180Office #289: 31 Main Street, Hebron, CT 06248Office #290: 35401 Vine St., Eastlake, OH 44095Office #291: 1900 Central Avenue, Albany, NY 12205Office #292: 1532 Route 9, Clifton Park, NY 12065Office #293: 741 North Colony Road, Wallingford, CT 06492Office #294: 11 Division Street, Amsterdam, NY 12010Office #295: 3550 Brewerton Rd., North Syracuse, NY 13212Office #296: 701 Twining Road, Dresher, PA 19025Office #297: 201 Rhonda Ct, North Huntingdon, PA 15642Office #298: 3283 Main St., Mexico, NY 13114Office #299: 388 Feura Bush Rd, Glenmont, NY 12077Office #300: 981 Rt. 6, Mahopac, NY 10541Office #301: 34 Old Tavern Road, Orange, CT 06477Office #302: 215 Merrow Road, Tolland, CT 06084Office #303: 46 College Avenue, Nanuet, NY 10954Office #304: 115 S Main, New City, NY 10956Office #305: 1551 Valley Forge Rd, Lansdale, PA 19446Office #306: 2386 Summer Street, Stamford, CT 06905Office #307: 3909 Lincoln Highway, Downingtown, PA 19335Office #308: 32 Jordan Street, Skaneateles, NY 13152Office #309: 445 Gorham Road, South Portland, ME 04106Office #310: 5318 W. Genesee St., Camillus, NY 13031Office #311: 301 Second St., Liverpool, NY 13088Office #312: 2791 Ridge Rd. West, Rochester, NY 14626Office #313: 4707 Lake Road South, Brockport, NY 14420Office #314: 200 Washington Street, Watertown, NY 13601Office #315: 6570 Kinne Rd, Dewitt, NY 13214Office #316: 3701 Ny Highway 43, West Sand Lake, NY 12196Office #317: 1050 East Philadelphia Avenue, Gilbertsville, PA 19525Office #318: 59 Route 59, Suffern, NY 10901Office #319: 55 South Main Street, West Hartford, CT 06107Office #320: 7670 Highbridge Road, Manlius, NY 13104Office #321: 615 Columbia Turnpike, East Greenbush, NY 12061Office #322: 82 Quarry Road, Downington, PA 19335Office #323: 93 N Middletown Rd, Pearl River, NY 10965Office #324: 820 Second Avenue, Troy, NY 12182Office #325: 3301 South Winton Rd, Rochester, NY 14623Office #326: 270 S Little Tor Road, New City, NY 10956Office #327: 40 Pearl Street, Essex Junction, VT 05452Office #328: 23 Whitten Road, Augusta, ME 04330Office #329: 331 Main Street, Rockland, ME 04841Office #330: 410 Town Drive, Fayetteville, NY 13066Office #331: 7790 Chippewa Rd, Brecksville, OH 44141Office #332: 601 North Pottstown Pike, Exton, PA 19341Office #333: 1197 Wilmington Pike, West Chester, PA 19382Office #334: 344 W Middle Turnpike, Manchester, CT 06041Office #335: 1 Western Avenue Route 9 West, Marlboro, NY 12542Office #336: 313 Main Street, Eastchester, NY 10709Office #337: 923 Main Street, Manchester, CT 06040Office #338: 225 Trumbull Street, Hartford, CT 06103Office #339: 1555 Route 9, Wappingers Falls, NY 12590Office #340: 481 Buckland Road, South Windsor, CT 06074Office #341: 256 Us Route 1 Suite 1, Falmouth, ME 04105Office #342: 122-a Prospect Hill Road, East Windsor, CT 06088Office #343: 3680 Center Rd, Brunswick, OH 44212Office #344: 3565 Main St, Stone Ridge, NY 12484Office #345: 2952 Saunders Settlement, Sanborn, NY 14132Office #346: 1942 East 105th Street, Cleveland, OH 44106Office #347: 364 Center Ave, Butler, PA 16001Office #348: 787 Alpha Drive, Highland Heights, OH 44143Office #349: 50 Main St, Mt. Kisco, NY 10549Office #350: 369 Main Street, Norway, ME 04268Office #351: 121 W Manlius Street, East Syracuse, NY 13057Office #352: 65 Dutch Hill Road, Orangeburg, NY 10962Office #353: 1071 Payne Ave., North Tonawanda, NY 14120Office #354: 138 Albany St., Cazenovia, NY 13035Office #355: 960 West State, Alliance, OH 44601Office #356: 23 Water Street, Bangor, ME 04402Office #357: 7950 Brewerton Road, Cicero, NY 13039Office #358: 782 Hoosick Road, Brunswick, NY 12180Office #359: 1703 Route 9, Clifton Park, NY 12065Office #360: 5 Hannaford Drive, Scarborough, ME 04074Office #361: 7126 Fulton Road Nw, Canton, OH 44718Office #362: 4700 Liberty Avenue, Vermilion, OH 44089Office #363: 1674 County Route 7a, Copake, NY 12516Office #364: 315 E Second St, Salem, OH 44460Office #365: 1941 Route 52, Hopewell Junction, NY 12533Office #366: 3935 Route 31, Liverpool, NY 13090Office #367: 5604 North Main St., Sylvania, OH 43560Office #368: 2 Scammon Street, Saco, ME 04072Office #369: 22481 Lakeshore Blvd., Euclid, OH 44123Office #370: 119 Temple Hill Rd., New Windsor, NY 12553Office #371: 5207 Broadway, Lancaster, NY 14086Office #372: One North Main St., Cortland, NY 13045Office #373: 1930 Niagara Falls Blvd, Tonawanda, NY 14150RIA
BD
CRD#: 136300
Albany, NY
Past
July 27, 2017 - September 7, 2021
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
CLEVELAND, OH
Past
July 27, 2017 - September 7, 2021
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CLEVELAND, OH
Past
May 2, 2016 - July 21, 2017
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
BROOKLYN, OH
Past
January 20, 2016 - July 21, 2017
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
BROOKLYN, OH
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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Alabama(3/26/2026)
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Alaska(8/30/2021)
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Arizona(3/26/2026)
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Arkansas(3/26/2026)
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California(3/26/2026)
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Colorado(8/30/2021)
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Connecticut(8/30/2021)
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Delaware(3/26/2026)
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District of Columbia(3/26/2026)
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Florida(8/30/2021)
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Georgia(3/26/2026)
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Hawaii(3/26/2026)
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Idaho(8/30/2021)
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Illinois(3/26/2026)
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Indiana(8/30/2021)
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Iowa(3/26/2026)
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Kansas(3/26/2026)
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Kentucky(3/26/2026)
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Louisiana(3/26/2026)
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Maine(8/30/2021)
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Maryland(3/26/2026)
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Massachusetts(8/30/2021)
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Michigan(8/30/2021)
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Minnesota(3/26/2026)
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Mississippi(3/26/2026)
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Missouri(3/26/2026)
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Montana(3/26/2026)
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Nebraska(3/26/2026)
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Nevada(3/26/2026)
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New Hampshire(3/26/2026)
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New Jersey(3/26/2026)
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New Mexico(3/26/2026)
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New York(8/30/2021)
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North Carolina(3/26/2026)
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North Dakota(3/26/2026)
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Ohio(8/30/2021)
IAR
Ohio(8/30/2021)
RR
Oklahoma(3/26/2026)
RR
Oregon(8/30/2021)
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Pennsylvania(8/30/2021)
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Rhode Island(3/26/2026)
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South Carolina(3/26/2026)
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South Dakota(3/26/2026)
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Tennessee(3/26/2026)
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Texas(3/26/2026)
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Utah(8/30/2021)
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Vermont(8/30/2021)
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Virginia(3/26/2026)
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Washington(8/30/2021)
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West Virginia(3/26/2026)
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Wisconsin(3/26/2026)
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Wyoming(3/26/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 2/24/2022
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)
PREMIUM
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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)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEYBANC CAPITAL MARKETS INC. | SOLE OWNER | 566 |
| CALABRESE, GIUSEPPE NMN | CO-CEO/PRESIDENT | 5013231 |
| DOUCE, MARK IVAN | CHIEF COMPLIANCE OFFICER | 2959137 |
| GULLA, MATTHEW TODD | CHIEF ADMINISTRATIVE OFFICER | 3040637 |
| HOTZ, BURTON BRUCE NICHOLAS | CHIEF RISK OFFICER | 3025138 |
| JANOFSKY, PAULA MARIE | OPERATIONS OFFICER | 2882776 |
| KOVACHICK, MARK ALLAN | CHIEF FINANCIAL OFFICER/DIRECTOR | 5390571 |
| SCHMIDT, SOLOMON LEE | CO-CEO/PRESIDENT | 4404279 |
| SKARDA, JOSEPH BRIEL | HEAD OF KEY WEALTH MANAGEMENT | 4288186 |
| THEBERGE, JONATHAN MARC | CHIEF OPERATIONS OFFICER | 7722891 |
| WEICK, PAUL ALFRED II | CHIEF LEGAL OFFICER | 2286289 |
Regulatory assets under management
| Total Number of Accounts | 27,533 |
| AUM (Assets Under Management) | $ 6,107,213,206 |
Disclosures
| Regulatory Event | 4 |
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.
