Patrick
Gardner

Key Investment Services LLC

CRD#5978245
Investment Advisor
in Hamburg, NY

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About this Advisor

Patrick Gardner is a financial advisor operating out of Hamburg, New York, with a total of 2 years of industry experience. Gardner is an employee of Key Investment Services LLC. Over the course of their career, they have held roles at Key Investment Services LLC and Key Investment Services, LLC. Gardner has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New York. Key Investment Services LLC is a firm based out of Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 financial advisors. It has $3 billion in assets under management across 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 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on which service is provided. Fee types billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

5510 Camp Road
Hamburg, NY 14075

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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

Patrick Gardner Work History

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

2019 - Present (5 years)

Key Investment Services, LLC

2012 - 2019 (7 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.

Disclosures

Please visit the SEC profile of Patrick Gardner 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

Adam Birch
Cleveland, OH
Syed Razvi
Cleveland, OH
David D'Arienzo
Kent, OH
Scott Weber
Cleveland, OH
Michael Moran
Martinsville, IN
Jeffrey Hannett
Hudson, NY
Evelyn Birbilas
Denver, CO
Ankit Patel
Cleveland, OH

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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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.

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