Planmember Securities
42yrs
Top 2% by experience in New York
16yrs
Kevin Eberz is a fiduciary financial advisor in Schenectady, New York, with 16 years in the industry. Kevin joined Key Investment Services in 2021, a firm offering investment management and selecting outside investment managers. Key Investment Services reports being paid through a percentage of assets.
One of 38 advisors with offices in Schenectady, and one of 29 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 62% of advisors at Key Investment Services
Office1703 Altamont Ave, Schenectady, NY 12303
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,267
Advisors at the firm640
States licensed ?1 state
Services through Key Investment Services
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowKey Investment Services LLCCurrent firm
Contact Kevin
(888) 547-2968Firm headquarters in Brooklyn, OH. Ask for Kevin. 1703 Altamont AveSchenectady, NY 12303Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Key Investment Services at (888) 547-2968 and ask for Kevin Eberz. Kevin works from the Schenectady, NY office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2010, about 16 years. More experience than 62% of advisors at Key Investment Services.
What licenses does Kevin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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