RC
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Robert Cipriano
9 Years of Experience
Fishkill, NY
1 DisclosureBroker
Robert Cipriano is a registered investment advisor at Key Investment Services LLC, based in Fishkill, NY, with 9 years of industry experience. Robert 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
738 Route 9, Fishkill, NY, 12524
Get directionsHistory
Regulatory History (1)
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Financial
November 2025Final
Employment History
Current Registrations
Key Investment Services LLC
July 2025 - Present · 1 yr 2 mos
Key Investment Services LLCBroker
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Key Investment Services LLCBroker
January 2023 - August 2023 · 7 mos
Key Investment Services LLCBroker
December 2015 - February 2021 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
January 2014 - August 2015 · 1 yr 7 mos
J.P. Morgan Securities LLC
January 2014 - August 2015 · 1 yr 7 mos
Edward Jones
August 2013 - October 2013 · 2 mos
Edward JonesBroker
June 2013 - October 2013 · 4 mos
State Registrations2 states
NYOH
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.