CH
CH
Christopher Hunt
25 Years of Experience
Schenectady, NY
4 DisclosuresBroker
Christopher Hunt is a registered investment advisor at Key Investment Services LLC, based in Schenectady, NY, with 25 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
3337 Consaul Rd., Schenectady, NY, 12304
Get directionsHistory
Regulatory History (4)
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.
Judgment / Lien
April 2014Judgment / Lien
July 2011Judgment / Lien
June 2010Judgment / Lien
March 2010Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 4 mos
Key Investment Services LLCBroker
June 2013 - Present · 13 yrs 1 mo
Previous Registrations
LPL Financial LLC
October 2011 - June 2013 · 1 yr 8 mos
LPL Financial LLCBroker
October 2011 - June 2013 · 1 yr 8 mos
Commonwealth Financial NetworkBroker
March 2011 - September 2011 · 6 mos
Chase Investment Services CORP.
October 2009 - August 2010 · 10 mos
Chase Investment Services CORP.Broker
July 2009 - August 2010 · 1 yr 1 mo
John Hancock Distributors LLCBroker
January 2002 - April 2009 · 7 yrs 3 mos
Manufacturers Securities Services, LLCBroker
February 2001 - January 2002 · 11 mos
A I M Distributors, INC.Broker
August 1999 - August 2000 · 1 yr
State Registrations9 states
AZCAFLMANCNYPASCVT
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.