Daniel
Aikin
Key Investment Services LLC
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About this Advisor
Daniel Aikin is a financial advisor based in Niagara Falls, New York with 2 years of relevant experience. Aikin currently works for Key Investment Services LLC. Aikin has gained experience at New York State Senate and Key Investment Services. Aikin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Key Investment Services LLC is an advisory company that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 advisors. It handles $3 billion in assets under management between its 23,518 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 93 charitable organizations. Of its 23,518 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The company offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services are 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
Daniel Aikin Work History
Daniel has been registered as a financial advisor for 2 years.*
Key Investment Services
Key Investment Services
New York State Senate
*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 Daniel Aikin 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
Hudson, NY
Cleveland, OH
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Lebanon, IN
Martinsville, IN
Denver, CO
Vancouver, WA
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