Christopher
Woods

Key Investment Services LLC

CRD#5190836
Investment Advisor
in Niagara Falls, NY

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About this Advisor

Christopher Woods is a financial advisor operating out of Niagara Falls, New York with 2 years of industry experience. Woods is on the advisory team at Key Investment Services LLC. Their career trajectory has included roles at Key Investment Services LLC, Key Bank Na, M And T Securities, M & T Bank and Keybank Na. Woods 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 an advisory firm operating out of Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It oversees $3 billion in total assets among its 23,518 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 93 charities and foundations. Of its 23,518 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on the type of services offered. Fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2429 Military Road
Niagara Falls, NY 14304

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

NY Average: $2,106,341,625
Total Number of Employees

1,062

NY Average: 34
Total Number of Accounts

23,518

NY Average: 1,972
Average Account Size

$136,785

NY Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christopher Woods Work History

Christopher has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Key Investment Services LLC

2016 - Present (8 years)

Keybank Na

2016 - 2016 (< 1 year)

M And T Securities

2016 - 2016 (< 1 year)

M & T Bank

2012 - 2016 (4 years)

Key Investment Services LLC

2012 - 2016 (4 years)

Key Bank Na

*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 Woods 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

Richard Levy
Lebanon, IN
Eric Woodfill
Cleveland, OH
David D'Arienzo
Kent, OH
Adam Birch
Cleveland, OH
Daniel Frey
Centerbrook, CT
James Keller
Camillus, NY
Evelyn Birbilas
Denver, CO
Ankit Patel
Cleveland, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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