Kendall
Dron

Key Investment Services LLC

CRD#7450250
Investment Advisor
in Cleveland, OH

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About this Advisor

Kendall Dron is a financial advisor based in Cleveland, Ohio, working with Key Investment Services LLC. Kendall has previously worked at State University Of Oswego, Reliant Federal Credit Union, Trustco Bank, Keybank, Key Investment Services, Suny Oswego (State University Of Ny), and Key Investment Services, LLC. Kendall has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Kendall is currently part of Key Investment Services LLC, which has 25 offices and 1,131 employees. The firm manages $6.1 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. Key Investment Services LLC uses an asset-based fee structure.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4900 Tiedeman Road
Cleveland, OH 44144

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$6,107,213,206

OH Average: $2,106,341,625
Total Number of Employees

1,131

OH Average: 34
Total Number of Accounts

27,533

OH Average: 1,972
Average Account Size

$221,814

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kendall Dron Work History

2024 - Present (1 year)

Key Investment Services, LLC

2021 - Present (4 years)

Key Investment Services

2021 - 2024 (3 years)

Keybank

2019 - 2021 (2 years)

Keybank

2017 - 2017 (< 1 year)

Reliant Federal Credit Union

2017 - 2018 (1 year)

Trustco Bank

2016 - 2017 (1 year)

Suny Oswego (State University Of Ny)

2012 - 2016 (4 years)

State University Of Oswego

Disclosures

Please visit the SEC profile of Kendall Dron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Key Investment Services LLC

Michael Ford
Akron, OH
Erica Acheson-Dunay
Cleveland, OH
Chris Dunkel
Pickerington, OH
Jeffrey Hjort
Cleveland, OH
Frank Roylance
Cleveland, OH
Paul Taylor
Cleveland, OH
Joseph Reynolds
Cleveland, OH
Samuel Niesslein
Cleveland, OH

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