LK
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Loucas Kalliantasis
17 Years of Experience
Snyder, NY
1 DisclosureBroker
Loucas Kalliantasis is a registered investment advisor at Key Investment Services LLC, based in Snyder, NY, with 17 years of industry experience. Loucas 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
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Location
4467 Main St., Snyder, NY, 14226
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2025Settled
Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 2 mos
Key Investment Services LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
M&t Securities, INC.
June 2017 - January 2019 · 1 yr 7 mos
M&t Securities, INC.Broker
November 2016 - January 2019 · 2 yrs 2 mos
Key Investment Services LLCBroker
September 2016 - October 2016 · 1 mo
LPL Financial LLC
May 2016 - September 2016 · 4 mos
LPL Financial LLCBroker
June 2010 - September 2016 · 6 yrs 3 mos
Uvest Financial Services Group, INC.Broker
June 2008 - June 2010 · 2 yrs
State Registrations27 states
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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.