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KEY Investment Services LLC

KEY Investment Services LLC. CRD 136300

K

CRD: 136300

KEY Investment Services LLC

Brooklyn, OH, 44144
8885472968
www.key.com/personal/index.html
$8.9B Total AUM
$0 Disc. AUM
28.2% 3Y CAGR
1,325 Employees
34,920 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Alpha fusion
Established Date
11-22-2005
Office Locations
657

Office Locations

1 East Main Street, Suite 190 Auburn WA
1 Landing Road Windham ME
1 Monument Square Portland ME

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.

Team overview

41 AVG AGE
$24.7M AVG AUM / ADVISOR
$254.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1,325 Employees
360 Advisory Reps
360 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Meridian Unison Capital prime

Client Personas

Radial oak

Custodian

Horizon eagle Signal Vital Vital ember Eagle Value

Investment Themes

Matrix vertex Timber Wave matrix Crest bridge Delta

Investment Vehicles

Horizon value

Services

Atlas Optima prime Timber Catalyst Wave pioneer Crest oak Alpha vector Capital

Technology

Catalyst

Owner & Executives

G

GIUSEPPE NMN CALABRESE

CO-CEO, Investment Advisor, President

CRD
#5013231
Ownership
Less than 5%
(964) 569-5794
harbor.vital@glaciercapital.com
in linkedin.com/in/legacy-pioneer
M

MARK IVAN DOUCE

Chief Compliance Officer

CRD
#2959137
Ownership
Less than 5%
(601) 800-8173
oak.atlas@radialcapital.com
in linkedin.com/in/signal-fusion
B

Bridge fusion

Eagle beacon focus

CRD
#87530
Ownership
9.8%
(937) 282-3992
quantum.vital@momentumcapital.com
in linkedin.com/in/unison-meridian

Showing 2 of 10 owners & executives

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Contacts

P

Paul H Aboa

--

CRD
#8210346
(406) 619-8881
vector.ember@fusioncapital.com
in linkedin.com/in/pathway-harbor
L

LINA ABOU SAMRA

--

CRD
#8236861
(273) 593-4268
momentum.oak@harborcapital.com
in linkedin.com/in/catalyst-north
C

Capital vital

Pathway vector bridge

CRD
#10746
(441) 812-5773
eagle.ridge@quantumcapital.com
in linkedin.com/in/vector-meridian

Showing 2 of 1294 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2022
10-31-2023
12-06-2024
11-11-2025
06-30-2026
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

Total SMA Asset: $8,876,856,848

$8.9B Total SMA
Public Funds:
12.0%
Equity - Exchange:
44.9%
Cash:
20.0%
Municipal Bonds:
23.1%
Asset class Assets Assets %
Public Funds $141,336,194 12.0%
Equity - Exchange $528,832,926 44.9%
Cash $235,560,324 20.0%
Municipal Bonds $272,072,174 23.1%
Total $1,177,801,618 100.0%

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