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
Danielson, CT 06239
Credentials
Series 63, Series 66
Industry experience
3 years
Owen Doremus is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at The Charles and One Pelham East, as well as experience in the retail and food service sectors. 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 employs a structured oversight process involving third-party strategists and affiliated bank-developed models.
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.
203 Main Street
Danielson, CT 06239
Connecticut
Key Investment Services LLC
2025 - Present (1 year)
Key Investment Services LLC
2022 - 2025 (3 years)
KeyBank
2022 - 2025 (3 years)
The Charles
2021 - 2022 (1 year)
One Pelham East
2019 - 2021 (2 years)
Island Outfitters
2019 - 2021 (2 years)
Ashford Dairy Bar and Grill
2017 - 2019 (2 years)
Subway
2016 - 2017 (1 year)
Student
2012 - 2016 (4 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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