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
Medina, NY 14103
Credentials
Series 63, Series 65
Industry experience
36 years
Robert Rice is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent five years at Key Bank NA. 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 provides custody and execution services via Pershing.
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.
514 Main Street
Medina, NY 14103
New York
Key Investment Services LLC
2015 - Present (11 years)
Key Bank NA
2012 - 2017 (5 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.
Series 63, Series 66
Medina, NY
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Series 63, Series 66
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Series 63, Series 65
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Series 63, Series 66
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OSAIC
Series 63
Oakfield, NY
LPL Financial
Series 63, Series 65
Middleport, NY
OSAIC
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