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
Amsterdam, NY 12010
Credentials
Series 63, Series 66
Industry experience
13 years
$0 - $1,000,000: 1.40% $1,000,001+: 1.00% $0 - $500,000: 0.20% to 0.16% depending on program and total assets under management with BNYMA $500,001 - $1,000,000: 0.17% to 0.13% depending on program and total assets under management with BNYMA $1,000,001+: 0.10% to 0.14% depending on program and total assets under management with BNYMA
Minimum fee: Ranges from $0.00 to $150.00 depending on program and assets under management
Key Investment Services LLC
2022 - Present (4 years)
Key Investment Services LLC
2021 - 2022 (1 year)
Key Investment Services Llc
2012 - 2021 (9 years)
KEYBANK
2008 - 2022 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Glenville, NY
Edward Jones
CFP®, Series 66
Middle Grove, NY
Fidelity
Levi Ashley is a Financial Consultant at Fidelity Investments, where he partners with clients to co-create financial plans and investment strategies that align with their life goals. He began his current role in 2024 after serving as a Planning Consultant at the same firm from 2022 to 2024. Levi's professional experience includes positions at Merrill Lynch as a Financial Solutions Advisor and Registered Wealth Management Client Associate in 2022 and 2021-2022 respectively. He also worked as a Compliance Officer at Purshe Kaplan Sterling Investments from 2020 to 2021, a Registered Client Associate at Morgan Stanley from 2019 to 2020, and a Financial Assistant at Halliday Financial in 2018. Outside of his professional work, Levi enjoys camping, fishing, and outdoor adventures.
Series 66
Glenville, NY
Fidelity
Keagan O'Connor is a Financial Consultant at Fidelity Investments. In this role, he focuses on assisting individuals with strategic financial planning and providing personalized guidance to help clients work toward their financial goals. Prior to joining Fidelity, Keagan worked as a Financial Analyst at Goldman Sachs (AYCO) from 2019 to 2023. His professional experience includes investment consulting and financial analysis, contributing to his expertise in financial services. Outside of his professional career, Keagan's personal interests include board games, football, golf, music, and attending social events with friends.
CFA®, Series 63
Schenectady, NY
Acacia Grove Wealth Management
Series 65
Gloversville, NY
Conservative Equity Investment Advisors
Series 66
Glenville, NY
SIP Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")