Gagan
Singh

Key Investment Services LLC

CRD#5333797
Investment Advisor
in Watertown, NY

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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

Series 63, Series 65

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

200 Washington Street
Watertown, NY 13601

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

NY Average: 34
Total Number of Accounts

23,518

NY Average: 1,972
Average Account Size

$136,785

NY Average: $1,068,125

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.*

2019 - Present (5 years)

Key Investment Services, LLC

2018 - 2019 (1 year)

Key Investment Services, LLC

2016 - 2018 (2 years)

Tiaa

2016 - 2018 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2010 - 2016 (6 years)

M&T Bank

2010 - 2016 (6 years)

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

David D'Arienzo
Kent, OH
Adam Birch
Cleveland, OH
Jason Danheiser
Tonawanda, NY
Ankit Patel
Cleveland, OH
Brian Lafata
Cleveland, OH
Scott Weber
Cleveland, OH
Evelyn Birbilas
Denver, CO
Richard Fisher
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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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.

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