Key Investment Services LLC
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About this Advisor
Michael Donahue is a financial advisor operating in East Aurora, New York with a total of 2 years of industry experience. Donahue currently works for Key Investment Services LLC. They have been with Key Investment Services Llc for their whole career. Donahue maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in New York. Key Investment Services LLC is a firm based out of Cleveland, OH. It has offices in 14 locations and a total of 1,062 financial advisors. It handles $3 billion in assets across its 23,518 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 93 charitable organizations. Of its 23,518 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. Key Investment Services LLC has a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
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Key Investment Services LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Donahue Work History
Michael has been registered as a financial advisor for 2 years.*
Key Investment Services LLC
*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.
Please visit the SEC profile of Michael Donahue 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
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