Ayda Lupo (CRD# 5623948) is an Investment Advisor Representative working at Key Investment Services LLC in Chester, NY and has over 14 years of experience in the finance industry.
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
CRD# 7025158
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keybank | Middletown, CT | Dec 2016 - Current | 7 |
| Key Investment Services LLC | Manchester, CT | Sep 2016 - Current | 7 |
| Keybank | Middletown, NY | Sep 2016 - Dec 2016 | < 1 |
| Lpl | Middletown, NY | May 2012 - Sep 2016 | 4 |
| First Niagara Bank | Middletown, NY | May 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- NY
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
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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