Loucas Kalliantasis

Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 09/2016
  First Niagara Financial Group
  Lockport, NY
• 05/2010 → 09/2016
  Lpl Financial Llc
  Lockport, NY
• 09/2016 → 10/2016
  Key Investment Services Llc
  Buffalo, NY
• 10/2016 → 01/2019
  M&T Securities, Inc.
  Buffalo, NY
• 02/2019 → 05/2022
  Key Investment Services, Llc
  Cheektowaga, NY
• 05/2022 → Present
  Key Investment Services
  Amherst, NY

Previous Registrations

• 2017-06-29 → 2019-01-28
  M&T Securities, Inc.
  Williamsville, NY
  Amherst, NY
  Cheektowaga, NY
  Williamsport, PA
  Cheektowaga, NY
  Buffalo, NY
• 2016-05-02 → 2016-09-22
  Lpl Financial Llc
  Lockport, NY
  Fort Mill, SC
  Newfane, NY
  Williamsville, NY
  East Amherst, NY
  North Tonawanda, NY
  Niagara Falls, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-08-28
• S63 Uniform Securities Agent State Law Examination
  2008-10-27