Advisor at key Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
key Investment Services LLC
Location
Brockport, NY 14420
Credentials
CFP®, Series 66
Industry experience
10 years
Benjamin Montreuil is a CFP® professional with 10 years of industry experience, currently serving at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, MassMutual Investors Services, and AXA Advisors. Montreuil serves in the US Army Reserve and participates as a street representative for the Browncoft Neighborhood Association in Rochester, NY. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains oversight committees to review third-party strategists and program suitability.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
4707 Lake Road South
Brockport, NY 14420
New York
Key Investment Services LLC
2022 - Present (4 years)
LPL Financial
2021 - 2022 (1 year)
LPL Financial
2021 - 2022 (1 year)
M&T Securities
2020 - 2022 (2 years)
84 Lumber
2020 - 2020 (1 year)
Mass Mutual Investors Services
2019 - 2019 (1 year)
Massachusetts Mutual life Insurance Company
2018 - 2019 (1 year)
Us Army Reserve
2017 - Present (9 years)
Axa Advisors, Llc
2015 - 2018 (3 years)
US Marine Corps
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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