Gagan
Singh
Key Investment Services LLC
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About this Advisor
Gagan Singh is a financial advisor working in Watertown, New York, with 2 years of relevant experience. Singh currently works for Key Investment Services LLC. The advisor has gained experience at M&T Bank, M&T Securities, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Key Investment Services, LLC. Singh has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Key Investment Services LLC is an advisory firm that has its headquarters in Cleveland, OH. The company has offices in 14 locations and a total of 1,062 employees. It manages $3 billion in assets under management across its 23,518 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 93 charities and foundations. Of its 23,518 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. The company has a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on the services. However, 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
Gagan Singh Work History
Gagan has been registered as a financial advisor for 2 years.*
Key Investment Services, LLC
Key Investment Services, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
M&T Bank
M&T Securities
*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 Gagan Singh 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
Kent, OH
Cleveland, OH
Tonawanda, NY
Cleveland, OH
Cleveland, OH
Cleveland, OH
Denver, CO
Vancouver, WA
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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