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Robert Lucarelli

Key Investment Services LLC

Orchard Park, NY

Brooklyn, OH

CRD 2062080

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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:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-26
  • NY RA
    APPROVED
    Since 2021-03-26

Branch Locations

3030 Union Rd., Orchard Park, NY 14127 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Charlotte NC 04/2012 09/2016
First Niagara Bank Orchard Park NY 04/2012 09/2016
Key Investment Services Llc Cheektowaga NY 09/2016 Present
  • 04/2012 → 09/2016
    Lpl Financial
    Charlotte, NC
  • 04/2012 → 09/2016
    First Niagara Bank
    Orchard Park, NY
  • 09/2016 → Present
    Key Investment Services Llc
    Cheektowaga, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-03
S63 Uniform Securities Agent State Law Examination 1991-09-26
  • S66 Uniform Combined State Law Examination
    2008-11-03
  • S63 Uniform Securities Agent State Law Examination
    1991-09-26

View on SEC IAPD

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