Allan Carmello
Allan Carmello is a registered investment advisor at Key Investment Services LLC, based in Cheektowaga, NY, with 40 years of industry experience. Allan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $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
Location
1675 Walden Avenue, Cheektowaga, NY, 14225
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2011Customer Dispute
January 2011Employment Separation After Allegations
June 2004Customer Dispute
June 2003Customer Dispute
September 2001Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Mcdonald Investments INC.Broker
M&t Securities, INC.Broker
Chase Investment Services CORP.Broker
Bhcm INC.Broker
Gna Securities, INC.Broker
Independent Financial Securities, INC.Broker
Empire National Securities, IncorporatedBroker
First Investors CorporationBroker
State Registrations26 states
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.