CRD: 136300
KEY Investment Services LLC
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-22-2005
- Office Locations
- 656
Office Locations
About KEY Investment Services LLC
Key Investment Services LLC is a KeyBank-affiliated advisor serving retail and institutional clients through a broad branch footprint. The team provides portfolio construction and asset-allocation guidance, including 529 planning plus insurance and annuity solutions. Investment exposure skews heavily to ETFs with meaningful municipal and other fixed-income allocations, and includes ESG/SRI mandates. Custody/clearing includes Pershing.
Reported data analysis
What the numbers show
Between November 11, 2025 and June 30, 2026, reported AUM increased 45.4%, from $6.1B to $8.9B.
Across 5 reported observations, AUM increased 143.3% between November 11, 2022 and June 30, 2026, from $3.6B to $8.9B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 360 advisory representatives and 34,920 clients, or 97 clients per representative. That equates to $254.2K in reported AUM per client.
The profile lists 656 reported office locations and 20 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full KEY Investment Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GIUSEPPE NMN CALABRESE
CO-CEO, Investment Advisor, President
- CRD
- #5013231
- Ownership
- Less than 5%
MARK IVAN DOUCE
Chief Compliance Officer
- CRD
- #2959137
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Paul H Aboa
--
- CRD
- #8210346
LINA ABOU SAMRA
--
- CRD
- #8236861
Showing 2 of 1299 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,876,856,848 | $254,206 |
| Total | $8,876,856,848 | $254,206 |
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Separately Managed Accounts
SMA allocation detail is available
KEY Investment Services LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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