Veronica Mangione
Veronica Mangione is a registered investment advisor at Key Investment Services LLC, based in Valatie, NY, with 18 years of industry experience. Veronica 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
2938 US Rte 9, Valatie, NY, 12184
Get directionsHistory
Regulatory History (4)
Financial
December 2017Financial
August 2017Financial
May 2017Financial
December 2016Other Business Activities
Veronica works as a school bus driver for Ichabod Crane Central Schools, starting in 2019. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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.