Christopher
Dwyer
Key Investment Services LLC
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About this Advisor
Christopher Dwyer is a financial advisor operating in Guilford, Connecticut who has 5 years of relevant experience. Dwyer currently works for Key Investment Services LLC. Throughout their career, they have worked at Polaris Agency, Proequities, Inc, Guardian Life Ins, Park Avenue Securities, Citizens Securities, Inc, Key Investment Services LLC and Citizens Bank. Dwyer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Key Investment Services LLC is a firm based in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 employees. It has $3 billion in total assets between its 23,518 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 93 charitable organizations. Of its 23,518 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is offered. Fee types billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Dwyer Work History
Christopher has been registered as a financial advisor for 5 years.*
Key Investment Services LLC
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Park Avenue Securities
Proequities, Inc
Guardian Life Ins
Polaris Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Dwyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Centerbrook, CT
Cleveland, OH
Denver, CO
Tonawanda, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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