Kevin
Kraus

Key Investment Services LLC

CRD#6028381
Investment Advisor
in Latham, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Kraus is a financial advisor who works out of Latham, New York, who has 2 years of industry experience. Kraus is an employee of Key Investment Services LLC. Throughout their career, Kraus has worked at Metlife Securities Inc, The Ayco Company, L.P./Mercer Allied, Keybank and Key Investment Services LLC. Kraus holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in New York. Key Investment Services LLC is a company that has its headquarters in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 employees. It has $3 billion in assets under management between its 23,518 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 93 charities and foundations. Of its 23,518 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. Key Investment Services LLC has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

767 New Loudon Road
Latham, NY 12110

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

$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

Kevin Kraus Work History

Kevin has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Key Investment Services LLC

2016 - 2017 (1 year)

Keybank

2016 - 2017 (1 year)

Key Investment Services LLC

2014 - 2016 (2 years)

The Ayco Company, L.P./Mercer Allied

2012 - 2014 (2 years)

Metlife Securities Inc

*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 Kevin Kraus 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
Richard Levy
Lebanon, IN
Jason Danheiser
Tonawanda, NY
Ankit Patel
Cleveland, OH
Brian Lafata
Cleveland, OH
Adam Birch
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.

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