Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Key Investment Services LLC financial advisors in Liverpool, NY

Every SEC-registered investment adviser representative at a Key Investment Services LLC office in Liverpool, A to Z.

The short answer

3 registered advisors work at Key Investment Services LLC in Liverpool, out of 583 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Key Investment Services LLC advisors in Liverpool, A to Z

Every Key Investment Services LLC advisor →

Key Investment Services LLC advisors in every city and state →Key Investment Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Key Investment Services LLC advisors in other cities

Brooklyn, OH 286Rochester, NY 7Indianapolis, IN 5Seattle, WA 5Toledo, OH 5Akron, OH 4Amherst, NY 4Hamburg, NY 4Niagara Falls, NY 4Albany, NY 3Lakewood, WA 3North Tonawanda, NY 3Pittsburgh, PA 3Pocatello, ID 3Portland, ME 3

Other firms in Liverpool

All Liverpool advisors →

LPL Financial LLC 17Ibn Financial Services, Inc. 12Ameriprise Financial Services, LLC 5LPL Enterprise, LLC 4Edward Jones 3Ibn Advisory Services, Inc. 3

Questions

How many financial advisors does Key Investment Services LLC have in Liverpool?

3 investment adviser representatives are registered at Key Investment Services LLC offices in Liverpool, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 583 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Key Investment Services LLC one of the largest advisor employers in Liverpool?

Key Investment Services LLC ranks number 4 in Liverpool by registered advisors; LPL Financial LLC has the most, with 17.

How do I check a Key Investment Services LLC advisor in Liverpool?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Key Investment Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.