AC
AC
Allan Carmello is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 39 years of industry experience. Allan 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
—
Loading...
Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011Settled
Customer Dispute
January 2011Closed-No Action
Employment Separation After Allegations
June 2004Customer Dispute
June 2003Denied
Customer Dispute
September 2001Settled
Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 1 mo
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 3 mos
Previous Registrations
Mcdonald Investments INC.Broker
October 2004 - December 2005 · 1 yr 2 mos
M&t Securities, INC.Broker
September 1999 - June 2004 · 4 yrs 9 mos
Chase Investment Services CORP.Broker
August 1996 - November 1999 · 3 yrs 3 mos
Bhcm INC.Broker
February 1995 - August 1996 · 1 yr 6 mos
Gna Securities, INC.Broker
October 1990 - February 1995 · 4 yrs 4 mos
Independent Financial Securities, INC.Broker
October 1990 - October 1990 · 0 mos
Empire National Securities, IncorporatedBroker
April 1986 - October 1990 · 4 yrs 6 mos
First Investors CorporationBroker
October 1985 - December 1985 · 2 mos
State Registrations26 states
ALAZCACOFLGAILINMDMNMSNCNHNJNVNYOHPARISCTNTXVAWAWIWV
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.