Michael Paul, financial advisor Amherst NY

Michael Paul

CRD Number: 6264924
Current Firm: Key Investment Services LLC

Michael Paul (CRD# 6264924) is an Investment Advisor Representative working at Key Investment Services LLC in Amherst, NY and has over 7 years of experience in the finance industry.

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Key Investment Services LLC
Company Name Location Dates Years
Key Investment Services LLC Buffalo, NY Nov 2015 - Current 8
Keybank Amherst, NY Apr 2015 - Current 8
Unemployed Buffalo, NY Nov 2014 - Mar 2015 < 1
Guardian Life Insurance Co Buffalo, NY Oct 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2016
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Michael A. Paul
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    3,217
    MILLIONS
  • Total Number of Accounts
    23,518
    ACCOUNTS
  • Average Account Value
    $136,785
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, 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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