Robert Hamilton (CRD# 5624758) is an Investment Advisor Representative working at Key Investment Services LLC in North Tonawanda, NY and has over 15 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 | North Tonawanda, NY | Jun 2023 - Current | < 1 |
| Key Bank | Buffalo, NY | Jan 2019 - Jun 2023 | 4 |
| Key Investment Services LLC | Cheekotwaga, NY | Sep 2016 - Jun 2023 | 6 |
| Keybank | Buffalo, NY | Sep 2016 - Jan 2019 | 2 |
| Lpl | Buffalo, NY | May 2015 - Sep 2016 | 1 |
| First Niagara | Buffalo, NY | May 2015 - Sep 2016 | 1 |
| Key Investment Services LLC | West Seneca, NY | Jul 2012 - May 2015 | 2 |
| Key Bank Na | Buffalo, NY | Jul 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NY
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Total Assets Under Management4,188MILLIONS
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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)
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