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Timothy Pelcher

Key Investment Services LLC
34 Years of Experience
Rochester, NY
1 DisclosureBroker
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Timothy Pelcher is a registered investment advisor at Key Investment Services LLC, based in Rochester, NY, with 34 years of industry experience. Timothy 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
—
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Location

Rochester, NY

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History

Regulatory History (1)
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
January 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy co-owns rental real estate in Surfside Beach, SC since 2010, dedicating minimal time. He also owns rental property in Rochester, NY since 2021, spending minimal time.

Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 7 mos
Key Investment Services LLC
September 2016 - Present · 10 yrs 1 mo
Key Investment Services LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Key Investment Services LLC
September 2016 - December 2016 · 3 mos
LPL Financial LLC
May 2012 - September 2016 · 4 yrs 4 mos
LPL Financial LLCBroker
May 2012 - September 2016 · 4 yrs 4 mos
Hsbc Securities (USA) INC.
February 2007 - May 2012 · 5 yrs 3 mos
Hsbc Securities (USA) INC.Broker
February 2007 - May 2012 · 5 yrs 3 mos
Chase Investment Services CORP.
June 2006 - February 2007 · 8 mos
Chase Investment Services CORP.Broker
June 2006 - February 2007 · 8 mos
Cco Investment Services CORP.Broker
November 2005 - June 2006 · 7 mos
Charter One Securities, INC.Broker
March 1999 - December 2005 · 6 yrs 9 mos
Locust Street Securities, INC.Broker
January 1998 - March 1999 · 1 yr 2 mos
Liberty Securities CorporationBroker
September 1997 - December 1997 · 3 mos
Pruco Securities CorporationBroker
May 1991 - April 1997 · 5 yrs 11 mos
The Prudential Insurance Company of AmericaBroker
May 1991 - December 1993 · 2 yrs 7 mos
State Registrations1 state
NY
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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