Key Investment Services LLC
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About this Advisor
Michael Paul is a financial advisor who works in East Amherst, New York, with 2 years of industry experience. Paul is on the advisory team at Key Investment Services LLC. The advisor has gained experience at Enterprise Rent A Car, Guardian Life/Alliance Advisory Group, Guardian Life Insurance Co, Keybank and Key Investment Services LLC. Paul holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in New York. Key Investment Services LLC is a financial advisory company headquartered in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 people on staff. It manages $3 billion in total assets among its 23,518 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 93 charitable organizations. Of its 23,518 client accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which services are provided. However, fees 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 Paul Work History
Michael has been registered as a financial advisor for 2 years.*
Key Investment Services LLC
Guardian Life/Alliance Advisory Group
Guardian Life Insurance Co
Enterprise Rent A Car
*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 Paul 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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