James
Schaible
Key Investment Services LLC
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About this Advisor
James Schaible is a financial advisor based in Rensselaer, New York, working with Key Investment Services LLC. James has previously held positions at Taconic Hills Csd, Catamount, Brookbeam Dental, Ayco, A Goldman Sachs Company, Shade Tree Advisors, Siena College, Gretchen Meyer Financial, Cetera Financial Group, Lpl Financial, LLC, Rbc Capital Markets, LLC, Td Private Client Wealth LLC, Td Bank N.A, Key Investment Services LLC, and Keybank. James has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, James is part of Key Investment Services LLC, which operates out of Rensselaer, 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 selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Schaible Work History
Key Investment Services LLC
Keybank
Td Private Client Wealth LLC
Td Bank N.A
Rbc Capital Markets, LLC
Gretchen Meyer Financial
Lpl Financial, LLC
Shade Tree Advisors
Cetera Financial Group
Ayco, A Goldman Sachs Company
Brookbeam Dental
Catamount
Siena College
Taconic Hills Csd
Taconic Hills Csd
Disclosures
Please visit the SEC profile of James Schaible 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
Toledo, OH
Cleveland, OH
Pickerington, OH
Cleveland, OH
Webster, NY
Buffalo, NY
Cleveland, OH
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