CS
CS
Christina Santone
23 Years of Experience
Brooklyn, OH
1 DisclosureBroker
Christina Santone is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 23 years of industry experience. Christina 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
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
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.
Financial
September 2017Final
Employment History
Current Registrations
Key Investment Services LLC
May 2025 - Present · 1 yr
Key Investment Services LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
MML Investors Services, LLCBroker
May 2012 - October 2024 · 12 yrs 5 mos
Chase Investment Services CORP.Broker
August 2005 - January 2011 · 5 yrs 5 mos
AXA Advisors, LLCBroker
January 2005 - June 2005 · 5 mos
Cadaret, Grant & CO., INC.Broker
June 2004 - January 2005 · 7 mos
State Street Global Markets, LLCBroker
February 2002 - August 2003 · 1 yr 6 mos
Russell Fund Distributors, INC.Broker
January 2000 - March 2002 · 2 yrs 2 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.