![David Rattray, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
David Rattray (CRD# 1377491) is an Investment Advisor Representative working at Key Investment Services LLC in Saratoga Springs, NY and has over 38 years of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Key Investments Services LLC | Albany, NY | Dec 2005 - Current | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1985 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NY
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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