Donna M. Barth
Financial advisor at Key Investment Services LLC · Depew, NY
Last updated 2026-10-10
Claim your profileDonna M. Barth is a financial advisor at Key Investment Services LLC in Depew, NY, CRD 4385437. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-05-02.
Registration
- CRD number
- 4385437
- Registration status
- Active
- IAPD registration
- 2022-05-02
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-09 to 2016-12 · Key Investment Services LLC · Cheekotwaga, NY
- 2016-09 to Present · Keybank · Depew, NY
- 2016-12 to Present · Key Investment Services LLC · Cheekotwaga, NY
Current employment
- Key Investment Services LLC · Brooklyn, OH
Key Investment Services LLC
- Regulatory AUM
- $8,876,856,848
- Registered advisors
- 645
- Offices
- 663
- Clients per advisor
- 54.1 (Low)
- Average AUM per client
- $254.2K (Low)
- High-net-worth client ratio
- 3.3% (Low)
Key Investment Services LLC: advisors, services and reported ETF investments
About
Donna M. Barth is a financial advisor at Key Investment Services LLC in Depew, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Keybank, among others.
Key Investment Services LLC's firm-level Form ADV reports 645 advisors across 663 offices; approximately 54.1 clients per advisor, average assets per client of $254,206, and regulatory AUM of $8.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
What this firm offers
Filed by Key Investment Services LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
1455 French Road, Depew, NY 14043
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (888) 547-2968
- Website: key.com/kpb/our-approach/kis.html
Official record
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