Andrew
Cheatham
Key Investment Services LLC
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About this Advisor
Andrew Cheatham is a financial advisor working in Buffalo, New York with a total of 1 year of industry experience. Cheatham currently works for Key Investment Services LLC. Cheatham has gained experience at Merrill Lynch, The Cellular Connection, 21 Wireless, Upstate Wireless, United States Army, Buffalo State Univeristy, Vitamin World Stores, Bank Of America Na, Edward Jones, M&T Securities, Lpl Financial LLC, Keybank and Key Investment Services. Cheatham holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Key Investment Services LLC is a business that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 people on staff. It handles $3 billion in assets under management between its 23,518 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 93 charitable organizations. Of its 23,518 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely vary depending on which service is provided. However, 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
Andrew Cheatham Work History
Andrew has been registered as a financial advisor for 1 years.*
Keybank
Key Investment Services
M&T Securities
Lpl Financial LLC
Lpl Financial LLC
Edward Jones
Merrill Lynch
21 Wireless
Bank Of America Na
The Cellular Connection
Vitamin World Stores
Upstate Wireless
Buffalo State Univeristy
United States Army
*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 Andrew Cheatham 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
Centerbrook, CT
Cleveland, OH
Cleveland, OH
Lebanon, IN
Martinsville, IN
Hudson, NY
Denver, CO
Cleveland, OH
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