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Donald Alan Armstrong

KEY Investment Services LLC

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About Donald Alan Armstrong

Donald Armstrong is an investment advisor representative with Key Investment Services LLC. Donald has over 17 years of experience in the financial services industry. Donald is licensed to offer securities in 28 states and the District of Columbia.

Firm Information

Donald Armstrong is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Armstrong’s Registration & Firm History

NY

08/22/2022 - Present

KEY Investment Services LLC (Tonawanda NY)

NY

08/04/2020 - 08/24/2022

PRUCO SECURITIES, LLC. (AMHERST NY)

NY

12/10/2015 - 08/24/2020

M&T SECURITIES, INC. (BUFFALO NY)

NY

07/07/2015 - 12/18/2015

LPL FINANCIAL LLC (AMHERST NY)

NY

06/30/2014 - 07/06/2015

CITIZENS SECURITIES, INC. (KENMORE NY)

NY

05/18/2012 - 06/30/2014

LPL FINANCIAL LLC (AMHERST NY)

NY

10/05/2009 - 05/15/2012

HSBC SECURITIES (USA) INC. (AMHERST NY)

NY

05/16/2007 - 09/25/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/14/2006 - 02/24/2007

UVEST FINANCIAL SERVICES GROUP, INC. (NIAGARA FALLS NY)

NY

06/07/2005 - 04/26/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 06/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Alan Armstrong.
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