Joseph
Diamond
Key Investment Services LLC
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About this Advisor
Joseph Diamond is a financial advisor based out of Liverpool, New York, with a total of 2 years of relevant experience. Diamond is on the advisory team at Key Investment Services LLC. Throughout their career, Diamond has worked at Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Fedex Ground, Holbrook Heating And A/C, Us Army Reserves, Keybank, Key Investment Services, LLC and Key Investment Services LLC. Diamond maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New York. Key Investment Services LLC is a registered investment company that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 advisors. It handles $3 billion in assets across its 23,518 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 93 charities and foundations. Of its 23,518 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Key Investment Services LLC offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged 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
Joseph Diamond Work History
Joseph has been registered as a financial advisor for 2 years.*
Key Investment Services LLC
Key Investment Services, LLC
Key Investment Services, LLC
Keybank
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Co
Fedex Ground
Holbrook Heating And A/C
Us Army Reserves
*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 Joseph Diamond 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
Centerbrook, CT
Tonawanda, NY
Cleveland, OH
Cleveland, OH
Lebanon, IN
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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