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Michael Donahue

Key Investment Services LLC
37 Years of Experience
East Aurora, NY
2 DisclosuresBroker
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Michael Donahue is a registered investment advisor at Key Investment Services LLC, based in East Aurora, NY, with 37 years of industry experience. Michael 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.

Key Investment Services LLC
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
—
View Full SEC Brochure

Location

55 Douglas Lane, East Aurora, NY, 14052

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010
Denied
Customer Dispute
September 2001
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 7 mos
Key Investment Services LLCBroker
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Key Investment Services LLC
July 2012 - July 2012 · 0 mos
Hsbc Securities (USA) INC.
May 2007 - July 2012 · 5 yrs 2 mos
Hsbc Securities (USA) INC.Broker
January 2005 - July 2012 · 7 yrs 6 mos
Hsbc Brokerage (USA) INC.Broker
September 2004 - January 2005 · 4 mos
Charles Schwab & CO., INC.Broker
May 1998 - September 2004 · 6 yrs 4 mos
Josephthal & CO., INC.Broker
April 1994 - April 1998 · 4 yrs
Mathews, Holmquist & Associates, INC.Broker
June 1992 - April 1994 · 1 yr 10 mos
J. W. Gant & Associates, INC.Broker
April 1991 - June 1992 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
December 1990 - March 1991 · 3 mos
Ids Life Insurance CompanyBroker
December 1990 - March 1991 · 3 mos
J. W. Gant & Associates, INC.Broker
January 1989 - December 1990 · 1 yr 11 mos
Power Securities CorporationBroker
October 1988 - January 1989 · 3 mos
State Registrations19 states
AZCAFLILMAMDMINCNHNJNMNYOHPASCTNTXUTVA
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.
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