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Anthony Chrisikos

42 Years of Experience
Guilderland, NY
2 DisclosuresBroker

Anthony Chrisikos is a registered investment advisor at Key Investment Services LLC, based in Guilderland, NY, with 42 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
640 advisors
Number of Clients
34,920 clients
Average Client Portfolio
$254K average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1M+1.00%

The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2050 Western Ave., Guilderland, NY, 12084

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History

Regulatory History (2)
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Customer Dispute
February 2009
Denied
Customer Dispute
September 2006
Denied
Other Business Activities

Anthony is the president of Washman Associates LLC, a commercial property rental business, since August 2021. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Key Investment Services LLC
July 2021 - Present · 5 yrs 3 mos
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
Key Investment Services LLC
January 2006 - December 2006 · 11 mos
Mcdonald Investments INC.
November 1999 - December 2005 · 6 yrs 1 mo
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
March 1993 - May 1999 · 6 yrs 2 mos
Dime Securities of Ny, INC.Broker
May 1992 - March 1993 · 10 mos
Invest Financial CorporationBroker
August 1989 - May 1992 · 2 yrs 9 mos
Pruco Securities CorporationBroker
April 1984 - August 1989 · 5 yrs 4 mos
State Registrations13 states
AZCACTFLGAMAMENJNYSCVAVTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.