Donald
Armstrong
Key Investment Services LLC
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About this Advisor
Donald Armstrong is a financial advisor working in Buffalo, New York with a total of 1 year of industry experience. Armstrong is an advisor for Key Investment Services LLC. Over the course of their career, they have held roles at First Niagara Bank, Lpl Financial, LLC, Cco Investment Services Corp, Lpl Financial LLC, M And T Securities, Pruco Securities, LLC, Prudential Insurance Company Of America and Key Investment Services LLC. Armstrong has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Key Investment Services LLC is a financial advisory company that has its headquarters in Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It handles $3 billion in assets under management between its 23,518 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 93 charitable organizations. Of its 23,518 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. The business offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically vary depending on the financial services provided. Fees 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
Donald Armstrong Work History
Donald has been registered as a financial advisor for 1 years.*
Key Investment Services LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
First Niagara Bank
Lpl Financial LLC
M And T Securities
Cco Investment Services Corp
Lpl Financial, LLC
First Niagara Bank
*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 Donald Armstrong 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
Cleveland, OH
Hudson, NY
Cleveland, OH
Cleveland, OH
Cleveland, OH
Denver, CO
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 profile-compliance@smartasset.com.
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