Sydia Cromer
Sydia Cromer is a registered investment advisor at Key Investment Services LLC, based in Rochester, NY, with 33 years of industry experience. Sydia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B 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% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Location
3230 Chili Avenue, Rochester, NY, 14624
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business Activities
Sydia is a member of Young Living Essential Oil since 2016, using essential oils for personal use. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Key Investment Services LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations21 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.