Evan
Galbraith

Key Investment Services LLC

CRD#6220293
Investment Advisor
in Nyack, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Evan Galbraith is a financial advisor based in Nyack, New York, working with Key Investment Services LLC. Evan has previously held positions at First Command Financial Planning Inc, First Command Advisory Services, and Key Investment Services LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Evan is part of Key Investment Services LLC, which operates out of Nyack, 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

17 S. Broadway, 2Nd Floor
Nyack, NY 10960

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

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

1,098

NY Average: 34
Total Number of Accounts

26,437

NY Average: 1,972
Average Account Size

$158,412

NY Average: $1,068,125

Investment Advisory Services

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

Evan Galbraith Work History

2018 - Present (6 years)

Key Investment Services LLC

2015 - 2018 (3 years)

First Command Advisory Services

2013 - 2018 (5 years)

First Command Financial Planning Inc

Disclosures

Please visit the SEC profile of Evan Galbraith 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

Greg Smith
Cleveland, OH
Michael Liskay
Cleveland, OH
Kristy O'Driscoll
Cleveland, OH
Chris Dunkel
Pickerington, OH
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Donald Armstrong
Buffalo, NY
Kyle Forman
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started