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, working with Key Investment Services LLC. Daniel has previously held positions at the New York State Senate and Key Investment Services. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Daniel is part of Key Investment Services LLC, which operates out of Niagara Falls, New York. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Aikin Work History
Key Investment Services
Key Investment Services
Key Investment Services
New York State Senate
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
Amelia, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Webster, NY
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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