Key Investment Services Disclosures
Regulation Best Interest
KIS Form CRS – Customer Relationship Summary
KIS Best Interest Client Disclosure Guide
Senior Private Client Banker Addendum
Wealth Protection Strategist Addendum
Products Available Through KIS
Conflicts for KIS and Financial Professionals
KIS Form ADV Part 2A Appendix 1
View our KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of this firm on FINRA's BrokerCheck.
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.
Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).
Investment and insurance products made available through KIS and KIA are:
KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.
