Donald Armstrong (CRD# 4811592) is an Investment Advisor Representative working at Key Investment Services LLC in Tonawanda, NY and has over 18 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Aug 2022 - Current | 1 |
| Pruco Securities, LLC | Amherst, NY | Aug 2020 - Aug 2022 | 2 |
| Prudential Insurance Company Of America | Amherst, NY | Aug 2020 - Aug 2022 | 2 |
| M And T Securities | Buffalo, NY | Dec 2015 - Jul 2020 | 4 |
| First Niagara Bank | Amherst, NY | Jul 2015 - Dec 2015 | < 1 |
| Lpl Financial LLC | Amherst, NY | Jul 2015 - Dec 2015 | < 1 |
| Cco Investment Services Corp | Amherst, NY | Jun 2014 - Jun 2015 | 1 |
| Lpl Financial, LLC | Williamsville, NY | May 2012 - Jun 2014 | 2 |
| First Niagara Bank | Niagara Falls, NY | May 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- NY
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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