David Epolito (CRD# 6083600) is an Investment Advisor Representative working at Key Investment Services LLC in Mexico, NY and has over 11 years of experience in the finance industry.
CRD# 6846958
Lpl Financial LLC
CRD# 5234679
Cetera Investment Advisers LLC
CRD# 2272479
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Key Investment Services LLC | Syracuse, NY | Jul 2020 - Current | 3 |
Key Investment Services, LLC | Camillus, NY | Feb 2018 - Jul 2020 | 2 |
Keybank | Syracuse, NY | Mar 2000 - Jul 2020 | 20 |
Key Investment Services LLC | Camillus, NY | Jun 2012 - Feb 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2013 |
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- NY
-
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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