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
Rochester, NY 14626
Credentials
Series 63, Series 66
Industry experience
18 years
Terri Torregrossa is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Key Investment Services and Key Bank in various roles since 2010. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops many of the investment models used in its offerings.
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.
2791 Ridge Rd. West
Rochester, NY 14626
New York
Key Investment Services LLC
2022 - Present (4 years)
Key Investment Services
2021 - 2022 (1 year)
Key Investment Services
2019 - 2021 (2 years)
Key Bank
2019 - 2019 (1 year)
Key Investment Services
2011 - 2019 (8 years)
Key Bank
2010 - 2019 (9 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
Dynic Wealth Management LLC
Series 63, Series 65
Medina, NY
key Investment Services LLC
Series 63, Series 66
Middleport, NY
OSAIC
Series 63, Series 65
Middleport, NY
OSAIC
Series 63, Series 65
Holley, NY
JR Snell Capital Management, LLC
CFA®
Albion, NY
OneSeven
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