Key Investment Services LLC

Investment Advisor
in Niagara Falls, NY

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About this Advisor

Debbie Sawma is a financial advisor based out of Niagara Falls, New York with a total of 2 years of relevant experience. Sawma is an advisor for Key Investment Services LLC. During their career, Sawma has held roles at Keybank, Sawma'S Car Care Inc and Key Investment Services LLC. Sawma has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in New York. Key Investment Services LLC is a firm headquartered in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 advisors. It oversees $3 billion in assets across its 23,518 client 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 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. The firm provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which service is provided. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, 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

7350 Niagara Falls Blvd
Niagara Falls, NY 14304

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Key Investment Services LLC Brokerage Details

Total Assets Under Management


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


NY Average: 34
Total Number of Accounts


NY Average: 1,972
Average Account Size


NY Average: $1,068,125

Investment Advisory Services

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

Debbie Sawma Work History

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

2018 - Present (6 years)

Key Investment Services LLC

1998 - Present (26 years)

Sawma'S Car Care Inc

2015 - 2018 (3 years)

Key Investment Services LLC

2009 - 2015 (6 years)

Key Investment Services LLC

2007 - 2018 (11 years)


*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.


Please visit the SEC profile of Debbie Sawma 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

Adam Birch
Cleveland, OH
Kwang Yi
Bonney Lake, WA
Ankit Patel
Cleveland, OH
David D'Arienzo
Kent, OH
Daniel Frey
Centerbrook, CT
Jacqueline Stulmaker
Cleveland, OH
Evelyn Birbilas
Denver, CO
Jason Danheiser
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

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