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Stephen Thomas Escher

KEY Investment Services LLC

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About Stephen Thomas Escher

Stephen Escher is a financial professional with over 15 years of experience in the industry. Stephen is currently registered with Key Investment Services LLC and is located in Canandaigua, NY. Stephen has a Series 6, Series 63 and SIE license and is also a Registered Representative. Prior to joining Key Investment Services LLC, Stephen worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Stephen specializes in financial planning and portfolio management for individuals and offers selection of other advisors to their clients.

Firm Information

Stephen Escher 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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Stephen Escher’s Registration & Firm History

NY

10/30/2019 - Present

KEY Investment Services LLC (CANANDAIGUA NY)

NY

10/01/2012 - 09/17/2019

J.P. MORGAN SECURITIES LLC (PITTSFORD NY)

NY

07/26/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PITTSFORD NY)

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Licenses & Designations

BC

Issued 08/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Thomas Escher.
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