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Robert A Lucarelli

Key Investment Services LLC

Hamburg, NY

Brooklyn, OH

CRD 7785809

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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 2026-04-14
  • NY RA
    APPROVED
    Since 2026-04-14

Branch Locations

5510 Camp Road, Hamburg, NY 14075 • 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
Keybank Na Hamburg NY 08/2022 Present
Key Investment Services Llc Brooklyn OH 07/2023 Present
Alry Tool And Die Tonawanda NY 06/2013 08/2022
  • 08/2022 → Present
    Keybank Na
    Hamburg, NY
  • 07/2023 → Present
    Brooklyn, OH
  • 06/2013 → 08/2022
    Alry Tool And Die
    Tonawanda, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-13
S63 Uniform Securities Agent State Law Examination 2023-08-29
  • S66 Uniform Combined State Law Examination
    2026-04-13
  • S63 Uniform Securities Agent State Law Examination
    2023-08-29

View on SEC IAPD

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