AdFi
KI

KEY Investment Services LLC

SEC Registered
Assets Under Management
$5B–$25B
Office Locations
15 offices
Total Accounts
34920

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Keybank National Association
SOLE OWNER
Marc Alan Vosen
CEO/PRESIDENT
Gary James Marousek
CHIEF COMPLIANCE OFFICER
Paul Anthony Hansen
CHIEF OPERATIONS OFFICER
Keycorp
SOLE OWNER
David Michael Schley
REGISTERED MUNICIPAL PRINCIPAL
Paul Alfred Ii Weick
CHIEF LEGAL OFFICER
Matthew Todd Gulla
CHIEF FINANCIAL OFFICER
Gregory Mario Digeronimo
NATIONAL SALES MANAGER

Office locations

15 offices in 9 states
OH
BrooklynHQ
NY
Cheektowaga
NY
Syracuse
ME
Portland
CT
Manchester
NY
Cohoes
PA
Plymouth Meeting
OH
Cleveland
OH
Columbus
IN
Indianapolis
UT
Salt Lake City
CO
Denver
WA
Vancouver
WA
Tacoma
WA
Yakima

Advisors at this firm

Showing 100 of 638

Alan Burt Goodman
Financial Professional
Joan B Kaye
Investment Adviser Representative
Dual-registered
David Irwin Karwick
Investment Adviser Representative
Dual-registered
Robert Bradley Miller
Investment Adviser Representative
Dual-registered
Jeffrey Scott Campbell
Investment Adviser Representative
Dual-registered
Robert James Hope
Investment Adviser Representative
Dual-registered
Anthony Peter Chrisikos
Investment Adviser Representative
Dual-registered
Michael William Coffey
Investment Adviser Representative
Dual-registered
Susan Mara Berchak
Investment Adviser Representative
Dual-registered
Philip Ralph Stire
Investment Adviser Representative
Dual-registered
Robert Andrew Cohen
Investment Adviser Representative
Dual-registered
Allan Marvin Carmello
Investment Adviser Representative
Dual-registered
Cynthia Sue Switalski
Investment Adviser Representative
Dual-registered
Renato Jeffrey Powell
Investment Adviser Representative
Dual-registered
Janene Ruth Culmo
Investment Adviser Representative
Dual-registered
Michael Patrick Donahue
Investment Adviser Representative
Dual-registered
Deborah Michele Brown
Investment Adviser Representative
Dual-registered
Maryangela M Hicks
Investment Adviser Representative
Dual-registered
Michael James Castillo
Investment Adviser Representative
Dual-registered
Steven Robert Beck
Investment Adviser Representative
Dual-registered
Charles Howard Melsher
Investment Adviser Representative
Dual-registered
Maureen Oneill Dowling
Investment Adviser Representative
Dual-registered
Robert John Rice
Financial Professional
Timothy Albert Shaw
Investment Adviser Representative
Dual-registered
Timur Johnson Tyra
Investment Adviser Representative
Dual-registered
Robert Lucarelli
Investment Adviser Representative
Dual-registered
Camilla B Merrick
Investment Adviser Representative
Dual-registered
David Lahm Baldwin
Investment Adviser Representative
Dual-registered
Timothy Kenneth Pelcher
Investment Adviser Representative
Dual-registered
Luann Marie Spaethe
Investment Adviser Representative
Dual-registered
Richard James Marsh Jr
Investment Adviser Representative
Dual-registered
Craig Dale Crump
Investment Adviser Representative
Dual-registered
Mark Richard Lomonaco
Investment Adviser Representative
Dual-registered
Joseph Andrew Macfarlane
Investment Adviser Representative
Dual-registered
Andrew Scott Lewis
Investment Adviser Representative
Dual-registered
Stephen Arthur Jenkins
Investment Adviser Representative
Dual-registered
Theresa Marie Smith
Investment Adviser Representative
Dual-registered
Richard Todd Evans
Investment Adviser Representative
Dual-registered
Gregory Dean Blood
Investment Adviser Representative
Dual-registered
Sydia L Cromer
Investment Adviser Representative
Dual-registered
Robert A Weiss
Investment Adviser Representative
Dual-registered
David Paul Cizmadia Jr
Investment Adviser Representative
Dual-registered
Annamarie Pera
Investment Adviser Representative
Dual-registered
Steven C Semple
Investment Adviser Representative
Dual-registered
William Jerome Reynolds Jr
Investment Adviser Representative
Dual-registered
Lisa Marie Porpora
Investment Adviser Representative
Dual-registered
Patricia Jean Linekin
Investment Adviser Representative
Dual-registered
Theodore Feitt Jr
Investment Adviser Representative
Dual-registered
David John Donnelly Sr
Investment Adviser Representative
Dual-registered
Charlene Brehaut Stearns
Investment Adviser Representative
Dual-registered
John Patrick McInerney Jr.
Investment Adviser Representative
Dual-registered
Kenneth Herman Burr Jr
Investment Adviser Representative
Dual-registered
Robert Michael Stevens
Investment Adviser Representative
Dual-registered
Stephen Michael Mitola
Investment Adviser Representative
Dual-registered
David Robert Beam
Investment Adviser Representative
Dual-registered
Raymond Theodore Klosz
Investment Adviser Representative
Investment Adviser Representative
Charles Carl Scrattish Jr
Investment Adviser Representative
Dual-registered
Steven David Vale
Investment Adviser Representative
Dual-registered
Kevin Michael Burke
Investment Adviser Representative
Dual-registered
Ronald Roy Zeppernick
Investment Adviser Representative
Dual-registered
David Aubrey Dunfee
Investment Adviser Representative
Dual-registered
Gary Richard Linn
Investment Adviser Representative
Dual-registered
Sean Kenneth Allen
Investment Adviser Representative
Dual-registered
Rachel Abigail Gunderson
Investment Adviser Representative
Dual-registered
David Elson Palmiter
Investment Adviser Representative
Dual-registered
Darin Michael Ring
Investment Adviser Representative
Dual-registered
Jonathan Barrett Prinz
Investment Adviser Representative
Dual-registered
Timothy John Manning
Investment Adviser Representative
Dual-registered
Janelle Ann Morrow
Investment Adviser Representative
Dual-registered
Joshua Earl Milligan
Investment Adviser Representative
Dual-registered
Carol Lynn Schuler
Investment Adviser Representative
Dual-registered
Anthony James Kerins
Investment Adviser Representative
Dual-registered
Anna Michaelson
Investment Adviser Representative
Dual-registered
David Keith Riffe
Investment Adviser Representative
Dual-registered
James Joseph Schroeder
Investment Adviser Representative
Dual-registered
John Martin Bopp Jr
Investment Adviser Representative
Dual-registered
Burton Bruce Nicholas Hotz
Investment Adviser Representative
Dual-registered
Jodi Felice Sherman
Investment Adviser Representative
Dual-registered
Michael Craig Welch
Investment Adviser Representative
Dual-registered
Robert Richard Jankowski
Investment Adviser Representative
Dual-registered
Michael Brent Buroker
Investment Adviser Representative
Dual-registered
Karen Althia Yorke
Investment Adviser Representative
Dual-registered
Michael Buchanan
Investment Adviser Representative
Dual-registered
Nonna Davydova
Investment Adviser Representative
Dual-registered
Brenda Ann Heitmuller
Investment Adviser Representative
Dual-registered
Angelo Salvatore Ciccarelli
Investment Adviser Representative
Dual-registered
Albert C Erni Sr
Investment Adviser Representative
Dual-registered
Christopher William Hunt
Investment Adviser Representative
Dual-registered
Tina Marie Munroe
Investment Adviser Representative
Dual-registered
Nilufar Barak
Investment Adviser Representative
Dual-registered
Alan Gene Fullenkamp
Investment Adviser Representative
Dual-registered
Christina Marie Santone
Investment Adviser Representative
Dual-registered
Michael Christopher Clementi
Investment Adviser Representative
Dual-registered
Cynthia Marie Ciccotti
Investment Adviser Representative
Dual-registered
Maria Nancy Opett
Investment Adviser Representative
Dual-registered
Krishnan Harihara
Investment Adviser Representative
Dual-registered
Andrew L Roberts
Investment Adviser Representative
Dual-registered
Scott E. Moulton
Investment Adviser Representative
Dual-registered
Bonnie Marie Addison
Investment Adviser Representative
Dual-registered
Joseph W Mitchell
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#136300
SEC Number
801-65060
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM

Data as of June 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KEY Investment Services LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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KEY Investment Services in Brooklyn, OH - Fees & Services