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Financial ADVSR advisor directory · SEC adviser records

Key Investment Services LLC financial advisors in Rochester, NY

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

The short answer

7 registered advisors work at Key Investment Services LLC in Rochester, out of 583 at the firm nationwide; it ranks number 34 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Key Investment Services LLC advisors in Rochester, 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 286Indianapolis, IN 5Seattle, WA 5Toledo, OH 5Akron, OH 4Amherst, NY 4Hamburg, NY 4Liverpool, NY 4Niagara Falls, NY 4Albany, NY 3Lakewood, WA 3North Tonawanda, NY 3Pittsburgh, PA 3Pocatello, ID 3Portland, ME 3

Other firms in Rochester

All Rochester advisors →

LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23

Questions

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

7 investment adviser representatives are registered at Key Investment Services LLC offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 583 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

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

Key Investment Services LLC ranks number 34 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

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

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.