RBC Capital Markets
46yrs
Top advisor by experience in Erie
2yrs
Mitchell Ruff has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Erie, Pennsylvania. After a year at Equitable Advisors, Mitchell joined Key Investment Services in 2026, a firm offering investment management and selecting outside investment managers. Key Investment Services reports being paid through a percentage of assets.
One of 263 advisors with offices in Erie, and one of 238 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1468 West Gore Rd, Erie, PA 16509
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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowKey Investment Services LLCCurrent firm
- Nov 2024 – Mar 2026Equitable Advisors, LLCPreviously
Contact Mitchell
(888) 547-2968Firm headquarters in Brooklyn, OH. Ask for Mitchell. 1468 West Gore RdErie, PA 16509Office · Get directions Firm websitewww.key.com/kpb/our-approach/kis.html
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Key Investment Services at (888) 547-2968 and ask for Mitchell Ruff. Mitchell works from the Erie, PA office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Key Investment Services reports being paid by a percentage of the assets they manage. Ask Mitchell 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.
Other advisors nearby
I.M.S. Wealth Management
45yrs
Top 1% by experience nationwide
Newedge Advisors
45yrs
Top 1% by experience in Erie
RBC Capital Markets
44yrs
Top 1% by experience in Pennsylvania
Lombard Advisers
44yrs
Top 1% by experience in Pennsylvania
Robbins Wealth Management
43yrs
Top 1% by experience nationwide